Vallerie Klingbeil is a registered investment advisor, based in Saint Petersburg, FL, with 4 years of industry experience.
Location
880 Carillon Parkway, Saint Petersburg, FL, 33716
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Raymond James Financial Services, INC.
April 2025 - Present · 1 yr 1 mo
Raymond James Financial Services Advisors, INC
April 2025 - Present · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
April 2023 - November 2023 · 7 mos
Fidelity Brokerage Services LLCBroker
October 2020 - November 2023 · 3 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.