Valerie M. Quartiere
LPL Investment Advisor Representative & Wealth Strategist
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to offer wealth management advice and education focusing on women, small business, and families during their transformation period throughout their lifetime and beyond. My personal goal is to become a lifetime resource for each and every client.
Qualifications
- 10 Time Leaders Conference Qualifier
- Qualifier for Million Dollar Round Table
- 20 Years in the Financial Services Industry
- Licenses - Series 6, 65, 63 through LPL Financial
- Life and Health, Property and Casualty
Organizations
- Former member of MetLife Advisory Committee
- Past Member of MDRT
- Past Member of Society of Financial Service Professionals
- Member of Women in Insurance & Financial Services
Personal
- Current resident of Sarasota, FL
- 28 Year Resident of Monmouth County, NJ
- Family: Two daughters grown and established
- Hobbies: Cycling, Team in Training, Kayaking
- Education: Syracuse University - BA, American College
Phone
732.757.5387