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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Lesane Rattigan is an investment advisor representative associated with Vanguard Advisers, Inc. Valerie has been in the financial services industry since October 12, 2001 and has a total of 53 state securities registrations. Valerie holds several licenses including Series 6, 7, 26, 63, 65, and 66. Valerie also works as a real estate broker for Berkshire Hathaway Homeservices Elite Properties and Family First Life. Valerie specializes in Retirement Planning, Insurance, and Investments.
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.
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
NC
09/16/2021 - Present
Vanguard Advisers, Inc. (Charlotte NC)
SC
03/30/2021 - 05/10/2021
ALLSTATE FINANCIAL SERVICES, LLC (Clover SC)
NC
08/02/2007 - 11/06/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
CT
02/27/2001 - 07/12/2007
CHASE INVESTMENT SERVICES CORP. (TRUMBULL CT)
BOTH
Issued 09/14/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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