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.

Investment Planning
Strategies & Skills 95%
Retirement Planning
Strategies & Skills 85%
Tax Optimization
Strategies & Skills 90%

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

Broker Qualifications

Valerie Peyson

Work Experiences

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.

ExamCategoryDate
Principal/Supervisory Exams
No information reported.
General Industry/Product Exams
Securities Industry Essentials ExaminationSIE10/01/2018
General Securities Representative ExaminationSeries 706/05/2001
State Securities Law Exams
Uniform Investment Adviser Law ExaminationSeries 6505/06/2025
Uniform Securities Agent State Law ExaminationSeries 6303/07/2022

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.

Connect With Me

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.

Connect With Me

Schedule An Investment Metamorphosies Session With Me

Ready to elevate your portfolio? Schedule a coaching and trading session together and let’s talk about your investment goals from the get-go with me and my team.

Reach Me:

Email:

Hello@valeriepeyson.info

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Frequently Asked Questions (FAQ)

What does a financial advisor do?

They help manage your financial goals and investments.

Valerie Peyson © 2025. All Rights Reserved.

Bringing trust and transparency to the financial market by focusing on growth and increase of your funds through a team of highly qualified professionals.

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