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 Quartiere is a registered representative and investment advisor representative. Valerie has been in the financial industry since 2001 and is currently registered with LPL Financial LLC. Valerie has held previous positions with Woodbury Financial Services, Inc., MetLife Securities, Inc, Metropolitan Life Insurance Company, and CitiStreet Equities LLC. Valerie holds Series 6, Series 63, Series 65, and SIE licenses. Valerie has experience providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/31/2022 - Present
LPL Financial LLC (SARASOTA FL)
FL
06/30/2016 - 06/01/2022
WOODBURY FINANCIAL SERVICES, INC. (BOCA RATON FL)
NJ
12/06/2005 - 07/01/2016
METLIFE SECURITIES, INC (WALL TOWNSHIP NJ)
NJ
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WOODBRIDGE NJ)
NJ
09/21/2001 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 01/17/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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