Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Velasquez is a financial advisor with LPL Financial LLC, located in FORT MILL, SC. Veronica has been in the industry since 2002, and has been registered with LPL Financial LLC since 2015. Veronica holds the Series 6, 7, 24, 63, and SIE licenses, and has a strong background in providing financial advice to a wide range of clients, including high net worth individuals, corporations, and charitable organizations. Veronica provides a range of financial services, including portfolio management, financial planning, and consulting.
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.
Consulting and other non-discretionary advisory services
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
SC
06/24/2015 - Present
LPL Financial LLC (FORT MILL SC)
ME
10/29/2002 - 09/21/2005
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
BC
Issued 01/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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