Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Todd is a financial professional with over 20 years of experience in the industry. Valerie is currently registered with American Portfolios Financial Services, Inc. in Vestal, NY. Valerie holds the Series 6, Series 63, and SIE licenses. Valerie is also registered in New York. Before joining American Portfolios Financial Services, Inc. Valerie worked at CADARET, GRANT & CO., INC..
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.
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.
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NY
12/22/2020 - Present
American Portfolios Financial Services, Inc. (Vestal NY)
NY
12/05/2002 - 12/23/2020
CADARET, GRANT & CO., INC. (VESTAL NY)
BC
Issued 06/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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