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Valerie Vinbaytel
15 Years of Experience
Paramus, NJ
1 DisclosureBroker
Valerie Vinbaytel is a registered investment advisor at Raymond James & Associates, INC., based in Paramus, NJ, with 15 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
61 South Paramus Road, Suite 360, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 2011Employment History
Current Registrations
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.Broker
November 2022 - Present · 3 yrs 10 mos
Previous Registrations
Morgan Stanley
September 2015 - November 2022 · 7 yrs 2 mos
Morgan StanleyBroker
February 2015 - November 2022 · 7 yrs 9 mos
Pruco Securities, LLC.Broker
January 2013 - May 2014 · 1 yr 4 mos
Hartford Equity Sales Company INC.Broker
May 2011 - January 2013 · 1 yr 8 mos
Chase Investment Services CORP.Broker
October 2009 - January 2011 · 1 yr 3 mos
Hartford Equity Sales Company INC.Broker
April 2009 - September 2009 · 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.