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Ailsa Trinidad

Valley Financial Management, Inc.

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About Ailsa Trinidad

Ailsa Trinidad is a registered representative with Valley Financial Management, Inc., a firm with offices in New York, NY. Ailsa has been in the financial industry since 1996. Ailsa is licensed to offer a range of investment services, including portfolio management for individuals. Trinidad is also a registered principal with Valley Financial Management, Inc. and holds several industry licenses, including Series 3, 4, 7, 11, 24, 57, and 63. In addition, Ailsa is a Registered Representative with FINRA.

Firm Information

Ailsa Trinidad is currently registered with Valley Financial Management, Inc.. Valley Financial Management, Inc. is a corporation headquartered in NEW YORK, NY, United States. They offer portfolio management services to individuals and high-net-worth individuals. The firm has been registered with the SEC since 2000. Their website addresses are: https://www.linkedin.com/company/valleybank, https://twitter.com/ValleyBank, https://www.facebook.com/ValleyBank/, and https://valley.com/. They have 55 registered representatives and 28 investment adviser representatives. Valley Financial Management, Inc. is also a participant in wrap fee programs.
Valley Financial Management, Inc.

350 MADISON AVE.

NEW YORK, NY 10017

$55,000

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ailsa Trinidad’s Registration & Firm History

NY

05/16/2007 - Present

Valley Financial Management, Inc. (New York NY)

NY

11/12/1996 - 04/03/2007

VECTORMEX INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2007

Series 4 - Registered Options Principal Examination

BC

Issued 07/26/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2016

Series 57 - Securities Trader Exam

BC

Issued 06/14/2005

Series 3 - National Commodity Futures Examination

BC

Issued 05/16/2000

Series 7 - General Securities Representative Examination

BC

Issued 11/11/1996

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ailsa Trinidad.
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