Valerie Swetkis (CRD# 6513521) is an Investment Advisor Representative working at Wright Associates in Pittsburgh, PA and has over 8 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kathleen S Wright Associates Inc. | Pittsburgh, PA | Apr 2024 - Current | < 1 |
| Key Investment Services LLC | Brooklyn, OH | Feb 2022 - Apr 2024 | 2 |
| Keybank | Ingomar, PA | Feb 2022 - Apr 2024 | 2 |
| Key Investment Services | Pepper Pike, OH | May 2018 - Feb 2022 | 3 |
| Keybank | Ingomar, PA | May 2018 - Feb 2022 | 3 |
| Key Investment Services LLC | Pepper Pike, OH | Sep 2016 - May 2018 | 1 |
| Keybank | Ingomar, PA | Sep 2016 - May 2018 | 1 |
| Lpl Financial LLC | Pittsburgh, PA | Jul 2015 - Sep 2016 | 1 |
| First Niagara Bank | Pittsburgh, PA | Sep 2009 - Sep 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- PA
-
Total Assets Under Management306MILLIONS
-
Total Number of Accounts612ACCOUNTS
-
Average Account Value$499,274
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, PA
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