Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valorie? Claim Your ProfileValorie Rae Staggs is an Investment Advisor Representative and Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Valorie has been in the financial industry since 1999, and has been registered with Merrill Lynch since 2009. Valorie is registered in 47 states and the District of Columbia. Valorie holds Series 6, 7, and 66 securities licenses. Valorie specializes in providing investment advisory services for individuals, businesses, and pension plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AZ
05/09/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PHOENIX AZ)
AZ
10/23/2009 - 01/22/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
AZ
07/12/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCOTTSDALE AZ)
CA
03/23/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 05/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Valorie Staggs is the right advisor for you? Invested Better is here to help.
