Valerie Antonioli
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Valerie Antonioli was a registered financial professional .
Valerie is a previously registered financial professional and started their career in finance in 2001. Valerie had worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 8, 2014 - February 16, 2017
CHERRY HILLS INVESTMENT ADVISORS, INC.
January 13, 2005 - July 21, 2014
CHERRY HILLS INVESTMENT ADVISORS, LLC
June 20, 2003 - September 30, 2004
PEAK CAPITAL INVESTMENT SERVICES,LLC
November 4, 2002 - November 20, 2004
LPL FINANCIAL LLC
November 4, 2002 - November 20, 2004
LPL FINANCIAL LLC
July 18, 2001 - December 20, 2002
AVANTAX ADVISORY SERVICES
April 4, 2001 - November 6, 2002
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CHERRY HILLS INVESTMENT ADVISORS, INC.
CRD#: 171882 / SEC#: 801-79961
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
