Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Kaiser is a financial advisor registered with Eagle Strategies LLC. Valerie Kaiser has over 25 years of experience in the financial services industry. Valerie Kaiser specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. Valerie Kaiser is also a Certified Financial Planner. Valerie Kaiser is registered with the following states: Alabama, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, South Carolina, Texas, Virginia, and West Virginia.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
VA
02/13/2004 - Present
Eagle Strategies LLC (HERNDON VA)
IA
Issued 01/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Valerie Kaiser is the right advisor for you? Invested Better is here to help.
