Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Susan Ozer is a financial advisor with PFS Investments Inc. Valerie has been in the industry since August 2018 and holds a Series 6, Series 63, Series 65, and SIE license. Valerie is registered in Connecticut, New Jersey, New York, and Pennsylvania. Valerie specializes in providing investment advice and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
PA
03/15/2021 - Present
PFS Investments Inc. (CHALFONT PA)
IA
Issued 02/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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