Unclaimed
Valerie Kohler is a financial advisor with over 38 years of experience in the industry. Valerie is currently registered with Pacific Select Distributors, LLC and has been with the firm since February 1999. Prior to that, Valerie worked at EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States. Valerie holds the Series 6 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.
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
CA
02/18/1999 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
NY
05/26/1995 - 02/10/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/26/1984 - 02/10/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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