Valerie Corelli, financial advisor Orem UT

Valerie Corelli

CRD Number: 2808877
Current Firm: Premier Capital Management Inc.

Valerie Corelli (CRD# 2808877) is an Investment Advisor Representative working at Premier Capital Management Inc. in Orem, UT and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Premier Capital Management Inc. Orem, UT Jan 1997 - Current 27
Guardian Life Insurance Co Of America Brigham City, UT Jun 1996 - Current 27
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 1996
Contact Info for Valerie L. Corelli
Phone Number: 801-225-5050
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $314,467
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

UT

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