Unclaimed
Ada Valdes is a financial professional with over 20 years of experience in the securities industry. Ada currently holds a Series 7 and SIE license and is registered with Kovack Securities Inc. in Coral Gables, Florida. Previously, Ada was registered with Beech Hill Securities, Inc. and Schild Asset Management Inc. in Florida, as well as Capital Guardian, LLC in North Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
FL
06/08/2017 - Present
Kovack Securities Inc. (Coral Gables FL)
NC
06/03/2013 - 06/08/2017
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
FL
10/19/2007 - 05/31/2013
BEECH HILL SECURITIES, INC. (MIRAMAR FL)
FL
08/01/1996 - 11/23/2007
SCHILD ASSET MANAGEMENT INC. (PRMBROKE PINES FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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