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Valerie Marie Vitale

Navy Federal Investment Services, LLC

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About Valerie Marie Vitale

Valerie Marie Vitale is a registered investment advisor representative with Navy Federal Investment Services, LLC. Valerie has been in the industry since March 30, 2019. Valerie holds the Series 7TO, Series 66, and SIE licenses and specializes in offering financial planning and investment management services to individuals. Valerie has previously worked with Ameriprise Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Valerie Vitale is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Valerie Vitale’s Registration & Firm History

CA

07/14/2022 - Present

Navy Federal Investment Services, LLC (Twentynine Palms CA)

CA

10/04/2019 - 07/09/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OXNARD CA)

NY

02/25/2019 - 09/03/2019

AMERIPRISE FINANCIAL SERVICES, INC. (ROCHESTER NY)

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Licenses & Designations

BOTH

Issued 04/15/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/08/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Valerie Marie Vitale.
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