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Credentials
Series 66
Experience Industry experience
7 years
Location
Twentynine Palms, CA
Navy Federal Investment Services, LLC
Multi-team
Valerie Vitale is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with Navy Federal Investment Services, LLC. She previously worked at Merrill and Ameriprise Financial Services, Inc. Valerie is based in Twentynine Palms, CA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and provides a range of investment solutions including automated ETF portfolios.
Based on Navy Federal Investment Services, LLC
Based on Navy Federal Investment Services, LLC
$0 - $250,000: Ranges approximately from 0.68% to 1.35% depending on Third-Party Portfolio Manager $250,001 - $500,000: Ranges approximately from 0.70% to 1.22% depending on Third-Party Portfolio Manager $500,001 - $1,000,000: Ranges approximately from 0.65% to 0.84% depending on Third-Party Portfolio Manager $1,000,001 - $2,000,000: Ranges approximately from 0.50% to 0.82% depending on Third-Party Portfolio Manager $2,000,001+: Ranges approximately from 0.50% to 0.90% depending on Third-Party Portfolio Manager
NFIS is also a broker/dealer offering securities products for commissions; commissions vary by product and service.
Digital Investor Automated Portfolios fixed fee of $3.50 per month.
Account minimum: $50,000 Minimum fee: Minimum annual platform fee ranges: $25 (Fund Strategist Portfolios), $50 (Separately Managed Accounts, Unified Managed Accounts), $75 (Ladenburg Thalmann Asset Management minimum annual platform fee, American Funds, BlackRock, Capital Group minimum fee) Fee-only: Digital Investor Automated Portfolios fee of $3.50 per month (fixed fee). Also, optional Tax Overlay Services fees from 5 to 15 basis points depending on asset levels.
Twentynine Palms, CA
Twentynine Palms CA
Advisors at this office
1
California
7 years of industry experience
Navy Federal Investment Services, LLC
2022 - Present • 4 years
Twentynine Palms, CA
Navy Federal Financial Group, LLC
2022 - Present • 4 years
Twentynine Palms, CA
Navy Federal Investment Services, LLC
2022 - 2022 • 1 year
Oxnard, CA
Navy Federal Financial Group, LLC
2022 - 2022 • 1 year
Oxnard, CA
Merrill
2019 - 2022 • 3 years
Oxnard, CA
Ameriprise Financial Servives, Inc
2018 - 2019 • 1 year
Rochester, NY
SUNY Alfred State
2017 - 2017 • 1 year
Alfred, NY
SUNY Alfred State
2015 - 2018 • 3 years
Alfred, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Twentynine Palms, CA
Edward Jones
Robert Fleck is a financial advisor with Edward Jones in Twentynine Palms, CA, holding a Series 66 designation and six years of industry experience. He worked at Provider Management from 2013 to 2019 before joining Edward Jones in 2019. Outside of his advisory role, he receives VA disability benefits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated financial products, supported by a large network of advisors and branch offices nationwide.
Series 63, Series 66
Twentynine Palms, CA
Fidelity
Stephanie Evans is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her previous roles include positions at Bangor Savings Bank, the University of New Hampshire, and several other organizations. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and delivery of model portfolios, with noted use of systematic methodologies and AI in research.
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