Valerie Ozer (CRD# 6986387) is an Investment Advisor Representative working at Primerica Advisors in Chalfont, PA and has over 5 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eden Engineering , LLC | East Brunswick, NJ | Jan 2021 - Current | 3 |
| Pfs Investments Inc. | Chalfont, PA | Aug 2018 - Current | 5 |
| Primerica Life Insurance | Chalfont, PA | Jul 2006 - Current | 17 |
| Monmouth Ocean County Center For Independent Living | Long Branch, NJ | Feb 2014 - May 2018 | 4 |
| Surety Partners Of America | Chester, NJ | Aug 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2018 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- PA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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