Unclaimed
Valerie Nolan is a financial professional with over six years of experience in the industry. Valerie is currently registered with Raymond James Financial Services, Inc. in Oregon and has been with the firm since October 2023. Previously, Valerie worked with CETERA INVESTMENT SERVICES LLC in Oregon. Valerie holds the Series 6, Series 63, and SIE licenses and is a registered representative in Oregon.
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.
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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2
OR
10/19/2023 - Present
Raymond James Financial Services, Inc. (Forest Grove OR)
OR
07/08/2017 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (FOREST GROVE OR)
BC
Issued 05/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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