Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Marie Johnson is an investment advisor representative at SPC with over 16 years of experience in the financial industry. Valerie began her career in 2006 and has worked at various financial institutions, including Ameriprise Financial Services, Inc. and LPL Financial Corporation. Valerie holds Series 7, Series 24, and Series 66 licenses. She provides financial planning, portfolio management for individuals and businesses, and pension consulting services to her clients. In addition, Valerie is a licensed insurance agent and sells non-variable insurance products.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
12/14/2015 - Present
SPC (ANN ARBOR MI)
MI
09/21/2010 - 12/24/2015
AMERIPRISE FINANCIAL SERVICES, INC. (NORTHVILLE MI)
MI
05/02/2006 - 09/20/2010
LPL FINANCIAL CORPORATION (BINGHAM FARMS MI)
BOTH
Issued 05/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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