Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Manley is a financial professional with extensive experience in the industry, having joined the financial services world in 2015. Valerie is currently registered with Equitable Advisors, LLC in Charlotte, North Carolina and holds licenses for the Series 7, 63, 99 and SIE exams. Valerie has previous experience with Wells Fargo Clearing Services, LLC, Vanguard Marketing Corporation and LPL Financial.
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
NC
12/07/2022 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
MO
04/21/2022 - 05/12/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
08/27/2021 - 03/15/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
SC
10/05/2017 - 08/13/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
10/27/2015 - 08/22/2016
LPL FINANCIAL LLC (CHARLOTTE NC)
BC
Issued 10/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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