Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Valdes is a financial advisor with over 20 years of experience in the industry. Alberto is currently registered with Insigneo Advisory Services, LLC and has previously held positions with Citigroup Global Markets Inc., Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC and others. Alberto holds the Series 6, 7, 63 and 66 licenses and the SIE exam. He is also a Certified Financial Planner and Chartered Financial Consultant. In addition to providing financial advice, Alberto is also a managing member of AV Enterprise Ventures LLC and holds a 30% ownership in Advanced Tax Planning Solutions LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consolidation of financial reports and consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Rebates/trailer fees
1
2
FL
09/28/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
01/02/2018 - 09/20/2023
CITIGROUP GLOBAL MARKETS INC. (Miami FL)
FL
07/01/2016 - 01/04/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (Miami FL)
FL
09/03/2010 - 07/11/2016
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
06/16/2009 - 09/08/2010
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
FL
04/07/2008 - 05/29/2009
INVESTACORP, INC. (CORAL GABLES FL)
FL
07/24/2006 - 01/09/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (MIAMI FL)
FL
07/02/2002 - 05/12/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CORAL GABLES FL)
BOTH
Issued 08/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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