Valeriane Wilson (CRD# 6319655) is an Investment Advisor Representative working at Athena's Wealth, Inc. in Park City, UT and has over 9 years of experience in the finance industry. Valeriane Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mccarthy Tax | Loveland, OH | Jan 2020 - Current | 4 |
| Athena's Wealth, Inc. | Park City, UT | Sep 2019 - Current | 4 |
| Athena Tax Service, Inc. | Park City, UT | Sep 2019 - Current | 4 |
| Western Governors University, Masters Of Accounting Program | Park City, UT | Apr 2019 - Current | 5 |
| Wilsonsix Studio, LLC | Park City, UT | Jan 2018 - Current | 6 |
| S&v Homes, LLC | Alburquerque, NM | Feb 2007 - Current | 17 |
| Atrato Asset Management | Santa Fe, NM | Apr 2014 - Feb 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- UT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
UT
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