Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Collins is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Valerie has been in the securities industry since March 25, 2006. Prior to joining Wells Fargo, Valerie was employed by Morgan Stanley, and Wells Fargo Advisors, LLC. Valerie holds the Series 66, Series 7 and SIE licenses and is registered in 41 states. Valerie is a notary public and has ownership in a gastro pub and billiards lounge and a liquid asset company. Valerie's specialties include providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors and portfolio management for both businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/01/2017 - Present
Wells Fargo Clearing Services, LLC (BEVERLY HILLS CA)
CA
06/21/2011 - 09/05/2017
MORGAN STANLEY (LOS ANGELES CA)
CA
02/23/2006 - 05/20/2011
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 07/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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