Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Lyons is a financial professional with over 30 years of experience in the industry. Valerie is currently registered with Wells Fargo Clearing Services, LLC and holds several licenses and certifications, including the Series 7, Series 6, and Series 66. Valerie has a strong track record of providing financial advice to individuals and families. Valerie's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Phillips & Company, Edward Jones, Citigroup Global Markets Inc., and several other firms. Valerie is committed to providing her clients with personalized financial advice and helping them 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
03/10/2014 - Present
Wells Fargo Clearing Services, LLC (PORTLAND OR)
OR
06/23/2008 - 03/12/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
OR
03/18/2008 - 05/06/2008
PHILLIPS & COMPANY (PORTLAND OR)
OR
03/13/2007 - 01/31/2008
EDWARD JONES (PORTLAND OR)
OR
04/07/2000 - 03/13/2007
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
MO
05/01/1998 - 02/07/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
08/06/1997 - 04/23/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
RI
03/19/1997 - 06/10/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
WA
07/09/1996 - 02/04/1997
FREEMAN WELWOOD & CO., INC. (SEATTLE WA)
VA
10/04/1993 - 06/12/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
OR
12/07/1992 - 09/10/1993
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
RI
01/02/1990 - 07/01/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 10/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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