Unclaimed
Valerie Kaiser is a financial advisor with over 25 years of experience in the financial services industry. Valerie is a Certified Financial Planner and holds multiple securities licenses including Series 6, 7, 63, and 65. Valerie is currently registered with Eagle Strategies LLC in Herndon, VA. Valerie specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, families, businesses, and charitable organizations. Valerie is a member of the Dulles Regional Chamber of Commerce and a board member for ProVisors.
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 1/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 7/3/1996
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.