linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jaime Dashevschi

Valley Financial Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jaime? Claim Your Profile

About Jaime Dashevschi

Jaime Dashevschi is an investment advisor representative with over 20 years of experience in the industry. Jaime is currently registered with Valley Financial Management, Inc. and Valley Wealth Managers, Inc. Jaime provides portfolio management for individuals and is licensed to advise clients in Arizona, California, Colorado, Florida, Illinois, Maryland, Massachusetts, Michigan, New Jersey, New York, Ohio, Pennsylvania, Texas and Washington.

Firm Information

Jaime Dashevschi is currently registered with Valley Financial Management, Inc.. Valley Financial Management, Inc. is a corporation headquartered in NEW YORK, NY, United States. They offer portfolio management services to individuals and high-net-worth individuals. The firm has been registered with the SEC since 2000. Their website addresses are: https://www.linkedin.com/company/valleybank, https://twitter.com/ValleyBank, https://www.facebook.com/ValleyBank/, and https://valley.com/. They have 55 registered representatives and 28 investment adviser representatives. Valley Financial Management, Inc. is also a participant in wrap fee programs.
Valley Financial Management, Inc.

350 MADISON AVE.

NEW YORK, NY 10017

$55,000

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jaime Dashevschi’s Registration & Firm History

FL

06/07/2023 - Present

Valley Financial Management, Inc. (AVENTURA FL)

Not sure if Jaime Dashevschi is right for you?

Licenses & Designations

IA

Issued 06/15/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaime Dashevschi.
Not sure if Jaime Dashevschi is right for you?