Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Vander Molen is a financial advisor at Truist Advisory Services, Inc. with over 20 years of experience in the industry. Valerie is registered with FINRA and holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Valerie has worked for several firms, including PNC Investments, BB&T Investment Services, Inc., and SunTrust Investment Services, Inc. Valerie provides portfolio management services for individuals and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
VA
11/24/2020 - Present
Truist Advisory Services, Inc. (ALEXANDRIA VA)
VA
01/03/2012 - 06/01/2017
PNC INVESTMENTS (MCLEAN VA)
DC
01/28/2009 - 08/30/2010
BB&T INVESTMENT SERVICES, INC. (WASHINGTON DC)
MD
08/20/2001 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (GAITHERSBURG MD)
BOTH
Issued 07/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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