Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie rachelle? Claim Your ProfileValerie R. Pimenta is a financial advisor with Edelman Financial Engines. Valerie has over 23 years of experience in the financial services industry. She holds a Series 7, Series 24, Series 31, and SIE licenses, and is also a Registered Investment Advisor. Valerie has previously worked for several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lindsco/Private Ledger Corp., and M Holdings Securities, Inc. Valerie is dedicated to providing her clients with personalized financial advice and investment management services. Her areas of expertise include retirement planning, investment management, and financial planning. Valerie is a member of the Schwab CX Panel, which provides advisors the opportunity to assist Schwab in the development, enhancement and planning of new and existing Schwab platforms and services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OR
02/22/2023 - Present
Edelman Financial Engines (PORTLAND OR)
OR
03/13/2018 - 05/19/2022
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
ME
12/06/2004 - 12/13/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
01/02/2004 - 12/06/2004
PURISIMA SECURITIES, LLC (WOODSIDE CA)
SC
12/01/1999 - 04/30/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
06/21/1999 - 07/13/1999
LINSCO/PRIVATE LEDGER CORP.
NY
10/07/1998 - 06/23/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/04/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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