Valerie Zwosta, financial advisor Tulsa OK
93 score

Valerie Zwosta

CRD Number: 3047699
Current Firm: Wells Fargo Advisors, LLC

Valerie Zwosta (CRD# 3047699) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Tulsa, OK and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Tulsa, OK Dec 2015 - Current 1
Bank Of Oklahoma Tulsa, OK Dec 2008 - Dec 2015 7
Bosc, Inc. Tulsa, OK Dec 2008 - Dec 2015 7
Primevest Financial Services, Inc. St. Cloud, MN May 2008 - Dec 2008 < 1
Midfirst Bank Tulsa, OK May 2008 - May 2008 < 1
American Airlines Federal Credit Union Tulsa, OK Dec 2005 - May 2008 2
Cuna Brokerage Services, Inc. Waverly, IA Dec 2005 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Valerie J. Zwosta
Phone Number: 314-875-3000
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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