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Valerie L Alexander

Purshe Kaplan Sterling Investments

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About Valerie L Alexander

Valerie L. Alexander is a financial professional with over 15 years of experience in the financial services industry. Valerie is currently registered with Purshe Kaplan Sterling Investments in Rockville, Maryland. Prior to joining Purshe Kaplan Sterling Investments, Valerie was associated with LPL FINANCIAL LLC from November 3, 2006, to August 7, 2012.

Firm Information

Valerie Alexander is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Valerie Alexander’s Registration & Firm History

MD

08/01/2012 - Present

Purshe Kaplan Sterling Investments (ROCKVILLE MD)

MD

11/03/2006 - 08/07/2012

LPL FINANCIAL LLC (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Valerie L Alexander.
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