Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Ellsworth is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Valerie has been in the financial services industry for over 15 years and has a wide range of experience in investment management, financial planning, and retirement planning. Valerie is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Prior to joining Wells Fargo Advisors, Valerie was a financial advisor at Morgan Stanley and Citigroup Global Markets Inc. She is a Series 7 and Series 63 licensed registered representative. She is also a registered representative with FINRA and is licensed to sell securities in New York.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
10/28/2021 - Present
Wells Fargo Advisors Financial Network, LLC (HIGHLAND NY)
NY
03/05/2013 - 03/23/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (KINGSTON NY)
NY
06/01/2009 - 03/19/2013
MORGAN STANLEY (KINGSTON NY)
NY
01/07/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KINGSTON NY)
BC
Issued 02/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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