Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valetta? Claim Your ProfileValetta Willis is a financial advisor with Stancorp Equities, Inc. Valetta has been working in the securities industry since February 29, 2004. Valetta is registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 6, Series 63, and SIE exams. Valetta has previously worked with firms such as Brighthouse Securities, LLC, Alliance-One Investments, LLC, MetLife Investors Distribution Company, MetLife Securities, Inc, New England Securities, and Vanguard Marketing Corporation.
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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OR
04/18/2023 - Present
Stancorp Equities, Inc. (PORTLAND OR)
NC
02/10/2021 - 10/10/2022
BRIGHTHOUSE SECURITIES, LLC (CHARLOTTE NC)
NC
08/11/2017 - 01/22/2021
ALLIANCE-ONE INVESTMENTS, LLC (Charlotte NC)
NC
06/06/2014 - 08/11/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
06/06/2014 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
NC
06/06/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
06/06/2003 - 04/04/2014
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 05/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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