Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Valdiviez is an investment advisor representative with City National Securities, Inc. Eric has been in the industry since 1999 and has a strong track record of success in providing financial advice to individuals, corporations, and institutions. Eric's expertise includes investment management, financial planning, and portfolio management. Eric is committed to providing his clients with personalized financial advice and helping them achieve 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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
NY
12/19/2011 - Present
City National Securities, Inc. (NEW YORK NY)
ME
01/21/2005 - 04/27/2007
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MI
05/09/2001 - 03/24/2004
COMERICA SECURITIES (DETROIT MI)
CA
08/25/2000 - 07/31/2001
IMPERIAL SECURITIES CORPORATION (INGLEWOOD CA)
NA
02/25/1988 - 01/04/1995
BT SECURITIES CORPORATION
IA
Issued 09/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/15/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1986
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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