Unclaimed
Valerie Jeanne Smits is a registered representative associated with Osaic Wealth, Inc. Valerie is actively registered in the state of Minnesota and has been in the industry for 21 days. Valerie Smits holds the Series 7TO and SIE licenses, with the most recent exam taken on 7/22/2024. Osaic Wealth, Inc. is a firm with an active BC and IA scope and maintains offices in Arizona and Minnesota.
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
MN
07/22/2024 - Present
Osaic Wealth, Inc. (OWATONNA MN)
BC
Issued 07/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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