Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Enz has been in the financial services industry since April 2002. Valerie is currently registered with Raymond James Financial Services Advisors, Inc., where has been employed since June 2009. Prior to joining Raymond James Financial Services Advisors, Inc., Valerie worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Valerie holds the Series 7, Series 63, and Series 65 licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
06/18/2009 - Present
Raymond James Financial Services Advisors, Inc. (PORTSMOUTH OH)
OH
11/24/2006 - 04/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTSMOUTH OH)
KY
02/13/2004 - 11/13/2006
MORGAN STANLEY DW INC. (LEXINGTON KY)
NY
10/30/2001 - 10/31/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 04/26/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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