WELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)
2015 - Present (7 years)
OUR SERVICES
Financial Consulting
I offer financial consulting services to people in need of some financial planning and restructuring. I’ll get to help you set up plans for retirement, mortgage and every other finance-intensive milestone in your life.
Stock Brokerage
I partner with LPL Financial to give investment advice and offer stock brokerage services to clients trying to be adept in the stock market. I assist my clients with the trading of stocks and also give substantial advice on stocks to trade.
Digital Currency Trading
Apart from Stock Brokerage, I am an Expert Trader in Forex & Cryptocurrency. I do a great deal of research for my clients in order to efficiently advise on the tokens to daytrade with, or invest in for a long period.
ABOUT ME
I’ve garnered over 23 years of solid experience working with up to five prestigious investment/ brokerage firms in the United States, accumulating well over thirty-five state licenses in the process.
I work extensively with individual investors & businesses through periods of expansion. I help my clients rapidly accumulate profit within a specified trading period, utilizing advanced multi-market trading strategies.
WORKING HISTORY
State Securities Law Exam
Series65
Uniform Combined State Law Examination
Feb 27, 2006
General Industry/Products Exam
SIE
Securities Industry Essentials Examination
Oct 1, 2018
Series 7
General Securities Representative Examination
Jun 10, 1998
Working History
BOK FINANCIAL ADVISOR (CRD# 17530)
2008 - 2015 (7 years)
PRIMEVEST FINANCIAL SERVICES INC (CRD# 15340)
2008 - 2008 (<1 year)
PRIMEVEST FINANCIAL SERVICES, INC. (CRD# 15340)
2001 - 2005 (4 years)
BANC ONE SECURITIES CORPORATION (CRD# 16999)
1999 - 2001 (1 year)
MERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)
1998 - 1999 (<1 year)
Testimonials
Tessa Sage
I thoroughly enjoy working with Valerie, She’s so disciplined and experienced in the financial market. We’ve been through so many challenges on the process of building my portfolio and in every case, she knows just what to do!
mathhew Ethan
A lot of people can help you make a trade in the stock market, only few brokers can come close to being consistent with making profit on every investment deal and Valerie Jean Zwosta is one of them.
Contact Me
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© 2023 Valerie Jean Zwosta