Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Fitzgerald is a financial advisor with over 16 years of experience in the financial services industry. Valerie has a strong track record of providing clients with personalized financial advice and investment management services. Valerie is a registered representative of Raymond James & Associates, Inc. and is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Valerie has held previous positions at MML Investors Services, LLC, MSI Financial Services, Inc., Cetera Advisor Networks LLC, and Walnut Street Securities, Inc. Valerie holds Series 7, 9, 10, 24, and 63 licenses. Valerie is dedicated to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
06/25/2019 - Present
Raymond James & Associates, Inc. (CRANBERRY TOWNSHIP PA)
PA
03/25/2017 - 06/20/2019
MML INVESTORS SERVICES, LLC (PITTSBURGH PA)
PA
07/17/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
09/03/2013 - 06/26/2015
CETERA ADVISOR NETWORKS LLC (CARNEGIE PA)
PA
02/09/2011 - 09/03/2013
WALNUT STREET SECURITIES, INC. (CARNEGIE PA)
PA
07/26/2007 - 02/17/2011
INVESTMENT PROFESSIONALS, INC. (MURRYSVILLE PA)
BC
Issued 10/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/22/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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