Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Mosher is a financial advisor with J.P. Morgan Securities LLC, with over 13 years of experience in the financial services industry. Valerie has a strong background in financial planning and portfolio management for individuals and businesses. Valerie is licensed to provide financial services in Connecticut, New Jersey, New York, and Texas. Valerie holds the Series 6, Series 63, Series 65, and SIE 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
06/23/2022 - Present
J.p. Morgan Securities LLC (Schenectady NY)
TX
06/21/2019 - 01/31/2020
ONEAMERICA SECURITIES, INC. (Fort Worth TX)
TX
02/07/2017 - 05/03/2019
ALLSTATE FINANCIAL SERVICES, LLC (CROWLEY TX)
NY
09/11/2014 - 09/30/2016
CADARET, GRANT & CO., INC. (CLINTON NY)
NY
12/06/2013 - 08/29/2014
M&T SECURITIES, INC. (NEW HARTFORD NY)
NY
06/09/2011 - 11/30/2012
M&T SECURITIES, INC. (WHITESBORO NY)
NY
02/15/2006 - 05/24/2011
METLIFE SECURITIES INC. (WHITESBORO NY)
NY
02/15/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (UTICA NY)
IA
Issued 07/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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