Valerie A. Kilpatrick
Professional summary
Valerie Ann Kilpatrick, who also goes by Valerie Ann Lavis, is a registered financial professional currently at BROOKFIELD PRIVATE WEALTH LLC located in New York, New York.
Valerie is registered as a RR (Registered Representative) and started their career in finance in 1996. Valerie has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Valerie Ann Kilpatrick's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 22, 2021 - Present
BROOKFIELD PRIVATE WEALTH LLC
Office #1: 225 Liberty Street 35th Floor, New York, NY 10281March 17, 2021 - December 22, 2021
BROOKFIELD PRIVATE ADVISORS LLC
October 10, 2019 - December 22, 2021
INDEPENDENT BROKERAGE SOLUTIONS LLC
February 5, 2018 - December 31, 2021
QUASAR DISTRIBUTORS, LLC
October 5, 2009 - February 2, 2018
HRC FUND ASSOCIATES, LLC
November 4, 1997 - August 31, 2009
FRED ALGER & COMPANY, LLC
July 29, 1996 - November 18, 1997
CAREY FINANCIAL, LLC
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
BROOKFIELD PRIVATE WEALTH LLC
CRD#: 313390 / SEC#: , 8-70722
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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