Unclaimed
Valerie Lindenmuth is a financial advisor with Manning & Napier Investor Services, Inc. Valerie has been in the financial services industry since February 3, 2003. Valerie is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 63, 26, 65, 99TO, and SIE licenses. Valerie is registered in 53 states and the District of Columbia.
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
NY
02/03/2003 - Present
Manning & Napier Investor Services, Inc. (FAIRPORT NY)
IA
Issued 11/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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