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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Alves is a financial advisor with Ameriprise Financial Services, LLC, a firm with over 100,000 clients and more than $479 billion in assets under management. Valerie has been in the financial services industry since 2008 and has experience working with a wide range of clients, including individuals, families, businesses, trusts, and retirement plans. Valerie is registered to offer financial advice in 53 states and the District of Columbia. Valerie offers a variety of financial services, including financial planning, asset allocation, portfolio management, and retirement planning. Valerie is dedicated to helping her clients achieve their financial goals.
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.
Asset allocation services
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
10/10/2024 - Present
Ameriprise Financial Services, LLC (Center Barnstead NH)
NH
01/14/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MANCHESTER NH)
NH
07/28/2008 - 01/02/2015
NEW ENGLAND SECURITIES (MANCHESTER NH)
IA
Issued 09/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2014
Series 4 - Registered Options Principal Examination
BC
Issued 07/30/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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