Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie L. Finn is an investment professional with over 10 years of experience in the financial services industry. Valerie is currently registered with PFS Investments Inc., where she is a licensed investment advisor. She is also registered to provide investment advice in 13 states across the US. Valerie holds the Series 6, Series 26, and Series 63 licenses, demonstrating her expertise in investment products, variable contracts, and state securities laws. Valerie is committed to providing personalized financial advice to her clients and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
02/04/2013 - Present
PFS Investments Inc. (EAST TAWAS MI)
BC
Issued 02/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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