Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giselle? Claim Your ProfileGiselle Valdez is a financial professional with over 9 years of experience in the securities industry. Giselle is currently registered with Wells Fargo Securities, LLC, and has been working in the financial services industry since 2014. Giselle's expertise spans a range of securities products and services, including municipal securities, investment banking, and general securities. Giselle has a strong background in both the broker-dealer and investment advisor fields, and holds licenses in all 50 states and the District of Columbia.
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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2
CA
10/03/2014 - Present
Wells Fargo Securities, LLC (San Francisco CA)
NY
02/26/2014 - 09/26/2014
SAMUEL A RAMIREZ & CO., INC. (NEW YORK NY)
BC
Issued 03/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/26/2014
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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