Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Kendrick is a financial advisor with over 30 years of experience in the financial industry. Valerie is currently registered with Osaic Wealth, Inc. and has previously held positions at Signator Investors, Inc., Transamerica Financial Advisors, Inc., 1st Global Capital Corp., Five Star Resources, Inc., Triple Check Financial Services, Inc., and First America Equities Corp. Valerie holds the Series 7, Series 63, and SIE licenses and is registered in California, Colorado, Florida, Maryland, Massachusetts, Michigan, Oregon, Texas, and Washington. Valerie specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
CA
10/02/2024 - Present
Osaic Wealth, Inc. (SANTA ROSA CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (SANTA ROSA CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SANTA ROSA CA)
CA
02/24/2000 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (SANTA ROSA CA)
TX
07/18/1994 - 02/18/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NA
08/26/1993 - 07/18/1994
FIVE STAR RESOURCES, INC.
CA
04/19/1990 - 08/17/1993
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
NA
12/23/1989 - 09/13/1991
FIRST AMERICA EQUITIES CORP.
NA
04/04/1989 - 12/23/1989
FIRST AMERICA EQUITIES CORP.
CA
11/14/1986 - 03/27/1989
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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