Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Rivera is a financial advisor with over 19 years of experience in the financial services industry. Valerie is currently registered with Steward Partners Investment Advisory, LLC and has been with the firm since March 2024. Prior to that, Valerie was employed by Raymond James Financial Services, Inc. and Edward Jones. Valerie is also a registered Investment Advisor Representative in Virginia. Valerie holds the Series 7, Series 63 and Series 66 licenses. Valerie has experience providing financial planning and investment advice to individuals, families, and businesses. Valerie is passionate about helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Financial 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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VA
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (CHESAPEAKE VA)
VA
10/16/2017 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHESAPEAKE VA)
VA
01/21/2010 - 10/16/2017
EDWARD JONES (CHESAPEAKE VA)
VA
01/11/2005 - 09/28/2009
EDWARD JONES (VIRGINIA BEACH VA)
BOTH
Issued 8/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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