Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Valverde is an investment advisor representative at Manchester Financial Inc. Mario has been in the financial industry since 2009, and is registered with the state of California and is also a licensed insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/27/2024 - Present
Manchester Financial Inc. (WESTLAKE VILLAGE CA)
CA
11/04/2019 - 08/22/2023
FIDELITY BROKERAGE SERVICES LLC (TORRANCE CA)
BOTH
Issued 01/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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