Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Sanchez is a financial advisor with Morgan Stanley. Valerie has over 25 years of experience in the financial services industry, working with individual investors, families, and businesses. Valerie specializes in asset allocation advice, financial planning, and portfolio management. Valerie holds Series 7, 63, 55, 66, and SIE licenses. Valerie's career in finance has taken her to several firms including UBS, UBS Capital Markets, Park Avenue Securities, Divine Capital Markets, Empire Asset Management Company, Essex Securities, and San Blas Securities.
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.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
06/14/2023 - Present
Morgan Stanley (Paramus NJ)
GA
05/16/2021 - 07/09/2021
SAN BLAS SECURITIES LLC (ATLANTA GA)
NY
03/16/2020 - 05/05/2021
ESSEX SECURITIES LLC (New York NY)
NY
10/02/2019 - 03/16/2020
EMPIRE ASSET MANAGEMENT COMPANY (NEW YORK NY)
NY
02/11/2014 - 07/31/2019
DIVINE CAPITAL MARKETS LLC (NEW YORK NY)
NY
09/24/2012 - 01/31/2014
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/28/2005 - 08/24/2011
UBS SECURITIES LLC (NEW YORK NY)
CT
06/19/1997 - 02/15/2006
UBS CAPITAL MARKETS L.P. (STAMFORD CT)
BOTH
Issued 05/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 11/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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