Valerie Mihailovic has been an investment adviser representative at Intrinsic Value Partners since May 2026, and is not listed among the firm’s executive officers or direct owners.
Intrinsic Value Partners, LLC is a Phoenix, AZ firm with $221M under management, 71 clients and 2 advisers in one office, as of its March 2026 filing.
- – present · under a yearPeoria, AZ · Adviser representative · Firm CRD 165214
Investment adviser representative registrations
Valerie Mihailovic is registered as an investment adviser representative in 2 states. The first approvals date from May 2026; the most recent is Arizona, in June 2026.
- ArizonaSince 11 June 2026
- TexasSince 30 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 May 2026 |
| Series 7 | General Securities Representative Examination | 16 October 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 December 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 December 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Valerie Lee Mihailovic
- CRD
- 2704091
- Firm
- Intrinsic Value Partners · CRD 165214
- Office
- Peoria, AZ
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Valerie Mihailovic work?
Valerie Mihailovic is an investment adviser representative registered through Intrinsic Value Partners, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Valerie Mihailovic a financial advisor?
Yes. Valerie Mihailovic has a current investment-adviser registration in Arizona and Texas, through Intrinsic Value Partners since May 2026.
How many years of experience does Valerie Mihailovic have?
Valerie Mihailovic has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Valerie Mihailovic passed?
Valerie Mihailovic has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in December 1997.
Where is Valerie Mihailovic based?
Valerie Mihailovic’s registered office is in Peoria, AZ.
Is Valerie Mihailovic registered with FINRA?
No. Valerie Mihailovic has no current broker registration.
How can I verify Valerie Mihailovic’s record?
Search CRD 2704091 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Valerie Mihailovic’s full registration record.
