Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Witoshkin Fox is a financial professional with over six years of experience in the industry. Valerie is currently registered with Pickwick Capital Partners, LLC and Monitor Capital LLC, and previously held a role at Boomerang Capital LLC. Valerie holds the Series 24, Series 27, Series 82TO, Series 99TO and SIE licenses.
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.
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.
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2
NY
10/19/2022 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
CT
05/07/2018 - 05/09/2022
BOOMERANG CAPITAL LLC (ROWAYTON CT)
BC
Issued 12/21/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/25/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/15/2020
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 08/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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