Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Kim Laroque is a financial advisor with over 15 years of experience in the industry. Valerie is currently registered as a Registered Representative (RR) with Ameritas Advisory Services, LLC. Valerie's previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and PFS Investments Inc. Valerie holds a Series 6, 7, 63 and 65 license. Valerie is also licensed as an Independent Insurance Agent to sell fixed insurance products. In addition to her work with Ameritas Advisory Services, LLC, Valerie also serves as a Trustee for the Griffiths Family Trust. Valerie is committed to providing her clients with personalized financial advice and guidance. Valerie has a strong focus on retirement planning, investment management, and insurance planning. Valerie's specializations include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for 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.
Solicitor fees
1
2
WA
05/04/2023 - Present
Ameritas Advisory Services, LLC (Burien WA)
WA
09/15/2006 - 06/04/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
GA
10/04/2005 - 08/24/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Valerie Laroque is the right advisor for you? Invested Better is here to help.
