Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Ryan Sturbaum is a financial advisor registered with Wells Fargo Clearing Services, LLC. Valerie has been in the financial industry since June 2011. Valerie is licensed to provide investment advice in Idaho and is registered with the Securities and Exchange Commission. Valerie holds Series 63, Series 65, and Series 7 licenses. Valerie works in the Sandpoint, ID office of Wells Fargo Clearing Services, LLC.
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
ID
04/24/2023 - Present
Wells Fargo Clearing Services, LLC (BOISE ID)
IA
Issued 04/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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