• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Valerie Marie Vitale
Valerie Vitale, Valerie Marie Wallace, Valerie Wallace
CRD#: 6891591
IA
Investment Adviser
B
Broker
NAVY FEDERAL INVESTMENT SERVICES, LLCCRD#: 138459 Twentynine Palms, CA
Registration History
201920202021202220232024202520262 FIRMS2019 - 2022 (2 years)2 FIRMS2022 - Present (2 years)BAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)2019 - 2019 (<1 year)
License(s)

State Registrations

B
California 7/14/2022

IA
California 7/14/2022

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
NAVY FEDERAL INVESTMENT SERVICES, LLC (CRD#:138459)
Twentynine Palms, CA
Registered with this firm since 7/14/2022

B
NAVY FEDERAL INVESTMENT SERVICES, LLC (CRD#:138459)
Twentynine Palms, CA
Registered with this firm since 7/14/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
10/04/2019 - 07/09/2022 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) OXNARD, CA
B
10/04/2019 - 07/09/2022 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) OXNARD, CA
B
02/25/2019 - 09/03/2019 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) ROCHESTER, NY
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.