Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Valverde-gill is a financial advisor with Edward Jones. Carmen has been in the financial services industry since 2004 and has a broad range of experience. Carmen has earned the Certified Financial Planner designation and holds Series 7, 63, and 66 licenses. Carmen works with individuals, families, and businesses to help them reach their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
See schedule d - miscellaneous
1
2
UT
04/13/2017 - Present
Edward Jones (Cottonwood Heights UT)
UT
07/15/2015 - 10/10/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SALT LAKE CITY UT)
CA
03/30/2009 - 01/19/2010
NYLIFE SECURITIES LLC (SAN JOSE CA)
CA
01/09/2007 - 09/04/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (MENLO PARK CA)
CA
02/16/2004 - 01/17/2007
WELLS FARGO INVESTMENTS, LLC (WOODSIDE CA)
BOTH
Issued 08/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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