Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ildebrando? Claim Your ProfileIldebrando E. Cruz is a financial advisor at Valley National Advisers Inc. with over 10 years of experience in the industry. Ildebrando is registered as a Registered Representative and Investment Adviser Representative in Pennsylvania. Ildebrando has passed the Series 66, Series 7 and SIE exams. Ildebrando specializes in providing financial planning, portfolio management for businesses and individuals, and other financial advisory services.
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.
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.
1
2
PA
02/09/2015 - Present
Valley National Advisers Inc. (BETHLEHEM PA)
BOTH
Issued 08/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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