Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Roque is a financial advisor with over 6 years of experience in the financial industry. Valerie Roque is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 66, Series 7 and SIE licenses. Valerie Roque is currently registered with Osaic Advisory Services, LLC and previously was affiliated with Triad Advisors LLC. Valerie Roque's primary office location is in Houston, Texas. Valerie Roque specializes in working with high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, charitable organizations, and corporations or other businesses. Valerie Roque offers financial planning services, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/15/2019 - Present
Osaic Advisory Services, LLC (Houston TX)
TX
10/03/2017 - 08/23/2024
TRIAD ADVISORS LLC (HOUSTON TX)
BOTH
Issued 02/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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