Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Jeanne Dillion is a financial professional with over 15 years of experience in the industry. Valerie is currently registered with Key Investment Services LLC, and has been with the firm since February 2016. Prior to that, Valerie worked with State Farm VP Management Corp. in Eugene, Oregon. Valerie holds Series 6 and 63 securities licenses as well as the SIE. Valerie's specialties include investment planning and portfolio management. Valerie primarily works with individuals and high-net-worth individuals in the Veneta area.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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02/18/2016 - Present
KEY Investment Services LLC (Veneta OR)
OR
03/19/2003 - 01/22/2016
STATE FARM VP MANAGEMENT CORP. (EUGENE OR)
BC
Issued 03/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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