Valerie Phillips Kaiser

Current Employers

Employment History

• 05/1996 → Present
  New York Life Insurance Company
  Vienna, VA
• 05/1996 → Present
  Nylife Securities Llc
  Vienna, VA
• 08/2004 → 06/2018
  Kaiser Financial Solutions, Llc
  Vienna, VA
• 11/2010 → Present
  Mahoney Financial Organization, Llc
  Vienna, VA
• 05/2015 → 02/2020
  Mahoney & Associates
  Ft. Lauderdale, FL
• 03/2016 → Present
  Eldenstreet Financial, Llc D.B.A. Eldenstreet Financial
  Herndon, VA
• 02/2004 → Present
  Eagle Strategies Llc
  Vienna, VA

Other Businesses

[KAISER FINANCIAL SOLUTIONS LLC - Dormant; my old discontinued DBA-keep the LLC active to prevent others from using this name. EldenStreet Financial LLC is my DBA and brokering. I do not expect to use KAISER FINANCIAL SOLUTIONS again.; 20604 Marsh Ct Sterling VA 20165; Start Date 03/2003; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Mahoney Financial Organization, LLC ; Insurance brokerage, estate planning for executives; 625 Elden Street Suite 203 Herndon, VA 20170; Start Date 07/2011; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 625 Elden Street Suite 203 Herndon, Va 20170; Start Date 01/2016; Role/Title: Partner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [OPERATING UNDER THE NAME OF ELDENSTREET FINANCIAL, LLC D.B.A. ELDENSTREET FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; HERNDON, VA; START DATE: 03/2016] [ProVisors; ProVisors is a national business networking organization headquartered in CA. Meetings are virtual with social events in person. Groups are comprised of trusted advisors with over 10 years experience.; 15165 Ventura Blvd Suite 425 Sherman Oaks, CA 91403; Start Date 04/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours;I am leading one of the new groups in the DC Metro area. I run the monthly meetings and lead my executive committee to run the group. Many tasks are delegated to this group. I introduce people to ProVisors where they are interviewed before they may join our group]

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-01-20
• S63 Uniform Securities Agent State Law Examination
  1996-07-17

Designations

Other Names

• Valerie Phillips
• Val Kaiser
• Valerie P Flanagan