Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie O. Murray is a Registered Investment Advisor representative working at Beacon Trust. Valerie is licensed in New Jersey. Valerie has 11 years of experience in the industry. Valerie's certifications include the Certified Financial Planner designation. Valerie specializes in working with individuals, high-net-worth individuals, business development companies, charitable organizations, investment companies, pension and profit-sharing plans, and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
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NJ
02/10/2016 - Present
Beacon Trust (MORRISTOWN NJ)
NY
06/06/2008 - 05/14/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
IA
Issued 12/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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