Valerie Peyson
I’m Valerie Peyson. I help empower your financial journey through personalized expertise and proven solutions designed for long-term success.
My Services:
Investment Advisory
Retirement Planning
Tax Optimization
Portfolio Management
About Me
Valerie Peyson
Trusted Financial Advisor
Valerie Peyson is a dedicated financial advisor with over 24 years of experience helping individuals and families grow and protect their wealth. With deep industry insight and a client-first mindset, she’s worked with top financial institutions, earning multiple certifications. Valerie is passionate about crafting personalized strategies that bring confidence, clarity, and measurable results to every financial journey.


Some Stats
Valerie Peyson
Proven Financial Expertise
With a deep understanding of financial markets and regulations, I provide tailored solutions to help you navigate complex financial landscapes.
0
Disclosure
27
Years of Experience
2
Firms
55 States Licenses
1 FINRA Registrations
EDWARD JONES (CRD#:250)
Since 2/20/2019
6+ yrs
EDWARD JONES (CRD#:250)
Since 6/7/2001
24+ yrs
Exams & Licenses
Verified and licensed in 52 states
I have passed 0 principal/Supervisory exams, 2 General Industry/Product Exams, and 2 State Securities Law Exams.
Exam | Category | Date |
---|---|---|
Principal/Supervisory Exams | ||
No information reported. | ||
General Industry/Product Exams | ||
Securities Industry Essentials Examination | SIE | 10/01/2018 |
General Securities Representative Examination | Series 7 | 06/05/2001 |
State Securities Law Exams | ||
Uniform Investment Adviser Law Examination | Series 65 | 05/06/2025 |
Uniform Securities Agent State Law Examination | Series 63 | 03/07/2022 |
What My Clients Say
Join My large clientele to add your voice today!
Experience the trusted service that keeps professionals coming back. From personalized insights to proven results, your satisfaction is my priority. Join my large clientele and leave your valued comment today.
Join My large clientele to add your voice today!
Experience the trusted service that keeps professionals coming back. From personalized insights to proven results, your satisfaction is my priority. Join my large clientele and leave your valued comment today.
Thanks to Valerie, my portfolio grew faster than I expected. The insights are always on point!
Aaron Rivera

Working with Valerie transformed our financial outlook — reliable, insightful, and results-driven.
David Patel

Jane's strategic advice helped me secure stable returns while minimizing risk.
Eleanor Chong
