Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Jean Brown is a Registered Investment Advisor Representative with F L Putnam Investment Management Co.. Valerie has been working in the financial services industry since December of 2001. Valerie is registered with the state of New Hampshire and is a Series 65 holder. Valerie has a strong track record of providing sound financial advice to her clients, who include charitable organizations, high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring and consulting
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.
Assets under advisement
1
2
NH
04/05/2019 - Present
F L Putnam Investment Management Co. (WOLFEBORO NH)
IA
Issued 01/04/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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