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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 Brennan is a registered investment advisor representative with Cbiz Investment Advisory Services, LLC based in Indianapolis, IN. Valerie has been in the industry since 1998 and has held various roles at several firms including Huntleigh Securities Corporation, David A. Noyes & Company, and Transamerica Financial Advisors, Inc. Valerie is a certified public accountant and has experience in financial planning, estate planning, tax planning, and compliance. Valerie specializes in providing investment advice to individuals, families, and businesses.
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.
Performance reporting, fiduciary services and admnistrative support 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.
A percentage of assets under advisement
1
2
IN
10/30/2023 - Present
Cbiz Investment Advisory Services, LLC (Indianapolis IN)
IN
01/02/2018 - 10/27/2023
HUNTLEIGH SECURITIES CORPORATION (Indianapolis IN)
IN
11/04/2014 - 01/04/2018
DAVID A. NOYES & COMPANY (Indianapolis IN)
IN
02/06/2002 - 11/24/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (INDIANAPOLIS IN)
TX
12/14/1998 - 02/19/2002
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 01/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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