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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dave? Claim Your ProfileDave Valdez is an investment advisor representative at Alaska Wealth Advisors. Dave has been in the industry since 2005 and has experience in securities and investment advisory services. Dave holds Series 7, 9, 10, 31, and 66 securities licenses. Dave has been with Alaska Wealth Advisors since 2023. Before joining Alaska Wealth Advisors, Dave was employed by TD Ameritrade, Inc. and Charles Schwab & Co., Inc. Dave is registered with the state of Alaska.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for profit sharing plans
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.
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AK
01/12/2023 - Present
Alaska Wealth Advisors (ANCHORAGE AK)
NE
07/22/2021 - 12/07/2021
TD AMERITRADE, INC. (OMAHA NE)
WA
05/19/2020 - 12/07/2021
CHARLES SCHWAB & CO., INC. (Bellevue WA)
WA
08/08/2018 - 05/05/2020
TD AMERITRADE, INC. (BELLEVUE WA)
WA
07/05/2011 - 08/07/2018
CHARLES SCHWAB & CO., INC. (SEATTLE WA)
AK
01/03/2011 - 06/13/2011
WELLS FARGO ADVISORS, LLC (ANCHORAGE AK)
AK
04/28/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ANCHORAGE AK)
NY
09/05/2005 - 06/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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