Valerie Zwosta
Valerie Zwosta is a registered investment advisor at Raymond James & Associates, INC., based in Tulsa, OK, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2431 E. 61st Street, Suite 260, Tulsa, OK, 74136
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Valerie owns rental real estate property since 2000 and is a Scentsy home sales consultant since 2012, dedicating minimal time to each. She also works as a freelance musician since 2022, also dedicating minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Bosc, INC.Broker
Bok Financial Advisors
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Primevest Financial Services, INC.Broker
Banc One Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.