VL
Valerie M. Lindenmuth
MANNING & NAPIER INVESTOR SERVICES
Fairport, NY 14450
Some features on this profile are disabled
CRD#: 4572179
VL
Professional summary
Valerie May Lindenmuth, who also goes by Valerie May Fischer, is a registered financial professional currently at MANNING & NAPIER INVESTOR SERVICES, INC. located in Fairport, New York.
Valerie is registered as a RR (Registered Representative) and started their career in finance in 2009. Valerie has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Valerie May Fischer
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Valerie May Lindenmuth's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 3, 2003 - Present
MANNING & NAPIER INVESTOR SERVICES, INC.
Office #1: 290 Woodcliff Drive, Fairport, NY 14450BD
CRD#: 26266
Fairport, NY
Past
May 22, 2009 - December 31, 2011
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC
RIA
CRD#: 106652
FAIRPORT, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/26/2010)
RR
Alaska(8/26/2010)
RR
Arizona(8/26/2010)
RR
Arkansas(3/9/2010)
RR
California(8/26/2010)
RR
Colorado(8/26/2010)
RR
Connecticut(8/26/2010)
RR
Delaware(8/26/2010)
RR
District of Columbia(8/26/2010)
RR
Florida(8/26/2010)
RR
Georgia(8/26/2010)
RR
Hawaii(8/26/2010)
RR
Idaho(8/26/2010)
RR
Illinois(8/26/2010)
RR
Indiana(8/26/2010)
RR
Iowa(8/26/2010)
RR
Kansas(8/26/2010)
RR
Kentucky(8/26/2010)
RR
Louisiana(8/26/2010)
RR
Maine(8/26/2010)
RR
Maryland(8/26/2010)
RR
Massachusetts(8/26/2010)
RR
Michigan(8/26/2010)
RR
Minnesota(8/26/2010)
RR
Mississippi(8/26/2010)
RR
Missouri(8/26/2010)
RR
Montana(8/26/2010)
RR
Nebraska(8/26/2010)
RR
Nevada(8/26/2010)
RR
New Hampshire(8/26/2010)
RR
New Jersey(8/26/2010)
RR
New Mexico(8/26/2010)
RR
New York(2/3/2003)
RR
North Carolina(8/26/2010)
RR
North Dakota(8/26/2010)
RR
Ohio(8/26/2010)
RR
Oklahoma(8/26/2010)
RR
Oregon(8/26/2010)
RR
Pennsylvania(8/26/2010)
RR
Puerto Rico(8/26/2010)
RR
Rhode Island(8/26/2010)
RR
South Carolina(8/26/2010)
RR
South Dakota(8/26/2010)
RR
Tennessee(8/26/2010)
RR
Texas(8/26/2010)
RR
Utah(8/26/2010)
RR
Vermont(8/26/2010)
RR
Virgin Islands(8/26/2010)
RR
Virginia(8/26/2010)
RR
Washington(8/26/2010)
RR
West Virginia(8/26/2010)
RR
Wisconsin(8/26/2010)
RR
Wyoming(8/26/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
M&
MANNING & NAPIER INVESTOR SERVICES, INC.
FIDUCIARY BROKER SERVICES, INC. | MANNING & NAPIER INVESTOR SERVICES, INC. | MANNING & NAPIER CAPITAL ADVISORS
CRD#: 26266 / SEC#: , 8-42468
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information
Main Address
290 Woodcliff Drive, Fairport, NY 14450
Mailing Address
290 Woodcliff Drive, Fairport, NY 14450
Phone number
(585) 325-6880
Established
New York since 03/21/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MANNING & NAPIER GROUP, LLC | OWNER | |
| CRAIG, ELIZABETH KIM | DIRECTOR | 5726029 |
| CRAIG, ELIZABETH KIM | CORPORATE SECRETARY | 5726029 |
| LAREW, SAMANTHA MARIE | CHIEF COMPLIANCE OFFICER | 4928353 |
| LINDENMUTH, VALERIE MAY | DIRECTOR | 4572179 |
| MORABITO, SCOTT JAMES | PRESIDENT/ DIRECTOR | 6838712 |
| MORABITO, SCOTT JAMES | PRINCIPAL OPERATIONS OFFICER | 6838712 |
| SERRA, CARL ANTHONY III | PRINCIPAL FINANCIAL OFFICER | 3179039 |
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.
Company Information
MANNING & NAPIER INVESTOR SERVICES, INC.
CRD#: 26266Fairport, NY 14450TRUST BUT VERIFY
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