Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie J Morgan is a financial professional who has been in the industry for over 35 years. Valerie is currently registered with Sanctuary Advisors, LLC. Valerie is a Certified Financial Planner® professional and has held previous registrations with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Valerie holds Series 63, Series 7, Series 24, and SIE licenses. Valerie specializes in providing financial advice and investment management services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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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NH
06/06/2022 - Present
Sanctuary Advisors, LLC (Portsmouth NH)
NH
11/25/1987 - 04/10/2017
AMERIPRISE FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
MN
01/31/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/27/1999 - 02/17/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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