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 Hurst is a financial advisor with United Capital Financial Advisors, a firm registered with the SEC. Valerie has been in the industry since 1999. Valerie is registered in California and has a Series 6, 7, 63, 66 and SIE licenses. Valerie also holds a Fixed Insurance license with various companies. Valerie provides investment advisory services, including discretionary investment management and financial guidance.
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.
Sub-adviser for other investment advisers
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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CA
03/25/2013 - Present
United Capital Financial Advisors (MODESTO CA)
CA
06/27/2022 - 11/16/2023
GOLDMAN SACHS & CO. LLC (Modesto CA)
CA
11/01/2017 - 07/01/2020
CETERA ADVISOR NETWORKS LLC (MODESTO CA)
CA
03/16/2006 - 11/01/2017
GIRARD SECURITIES, INC. (MODESTO CA)
NC
07/06/2005 - 02/14/2006
XCU CAPITAL CORPORATION, INC. (RALEIGH NC)
FL
03/29/2005 - 06/23/2005
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
MN
07/01/2002 - 03/10/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
09/24/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 03/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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