Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bolivar? Claim Your ProfileBolivar Valera is a financial professional with over 2 years of experience in the securities industry. Bolivar is currently registered with Morgan Stanley & Co. LLC and Wealthpenn.comllc. Bolivar holds the Series 99TO and SIE licenses. Bolivar is a Registered Representative and Investment Advisor Representative.
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.
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NY
10/14/2022 - Present
Morgan Stanley & Co. LLC (New York NY)
NY
07/13/2022 - 02/13/2024
E*TRADE SECURITIES LLC (New York NY)
BC
Issued 11/16/2020
Series 99TO - Operations Professional Examination
BC
Issued 10/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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