Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liset? Claim Your ProfileLiset Valle-jimenez is a securities professional with experience in the financial industry. Liset is currently registered with Capfinancial Securities, LLC, and is licensed in California and Florida. Liset's previous experience includes roles at CHARLES SCHWAB & CO., INC. Liset holds the Series 7, Series 63, and SIE licenses.
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
FL
02/22/2024 - Present
Capfinancial Securities, LLC (LAKE MARY FL)
FL
04/08/2020 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Orlando FL)
PA
08/23/2016 - 02/28/2020
CHARLES SCHWAB & CO., INC. (Radnor PA)
BC
Issued 08/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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