Unclaimed
Valerie Schanzer is a financial advisor with over 18 years of experience in the industry. Valerie is currently registered with Fifth Third Securities, Inc., and is licensed to conduct business in all 50 states. Valerie has a broad range of experience in the financial services industry, including investment banking, securities trading, and financial planning.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
NY
02/27/2009 - Present
Fifth Third Securities, Inc. (NEW YORK NY)
CT
02/09/2005 - 02/13/2008
J.P. MORGAN SECURITIES INC. (SHELTON CT)
NY
06/12/2002 - 08/19/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 8/2/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/26/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 6/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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