Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leslie? Claim Your ProfileLeslie Ramos Valerio is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC, where Valerio has been employed since October 2023. Before joining Wells Fargo Advisors, Valerio worked at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Valerio has been in the financial industry since November 2005. Valerio holds Series 6, 7, 63 and 66 licenses. Valerio has held various positions with the firms previously mentioned. Valerio is licensed in 47 states.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
10/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (JACKSONVILLE FL)
FL
05/29/2013 - 10/13/2023
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
10/23/2009 - 05/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
10/18/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
BOTH
Issued 10/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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