Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Smithey is a financial professional with over 25 years of experience in the industry. Valerie is currently registered with Fintrust Capital Advisors, LLC, and is a principal with the firm. Valerie has previously worked with a number of other firms, including Silver Oak Securities, Incorporated, American Securities Group, Inc., Summit Brokerage Services, Inc., Edward Jones, Avalon Research Group, Inc., Tradestation Securities, Inc., and TD Waterhouse Investor Services, Inc. Valerie has a wide range of experience in the industry, including providing financial planning, investment management, and portfolio management 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.
Strategic management for diversified investment portfolios.
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.
1
2
SC
01/29/2008 - Present
Fintrust Capital Advisors, LLC (GREENVILLE SC)
GA
01/12/2010 - 01/29/2018
SILVER OAK SECURITIES, INCORPORATED (ATHENS GA)
GA
03/10/2006 - 11/12/2009
AMERICAN SECURITIES GROUP, INC. (ATHENS GA)
FL
02/08/2006 - 03/07/2006
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
05/31/2005 - 01/19/2006
EDWARD JONES (BOYNTON BEACH FL)
FL
01/28/2003 - 05/31/2005
AVALON RESEARCH GROUP, INC. (BOCA RATON FL)
FL
12/05/2000 - 01/24/2003
TRADESTATION SECURITIES, INC. (PLANTATION FL)
NE
10/04/1996 - 12/01/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 09/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/19/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/03/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2001
Series 3 - National Commodity Futures Examination
BC
Issued 09/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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