Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Valadez is an investment advisor representative at Frost Investment Services. Michael has been in the securities industry since 1999. Michael is registered to provide investment advice in 26 states. Michael is also registered with FINRA and the SEC. Michael's specialties are in retirement planning, college savings, and wealth management.
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.
A percentage of the total value of assets under management is charged.
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TX
01/26/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
10/30/2012 - 04/25/2014
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
10/15/2008 - 04/27/2011
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
03/30/1999 - 03/24/2008
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 04/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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