Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noah? Claim Your ProfileNoah Alejandro Valdez is an investment advisor representative at Summit Financial, LLC. Noah has been in the industry for approximately 1 year and is registered to provide investment advice in Virginia and New Jersey. Noah is also registered as a general securities representative in Virginia. Noah has experience providing financial planning and portfolio management services to individuals, businesses, and pension plans. Previously Noah was a representative for Cambridge Investment Research, Inc.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
11/01/2023 - Present
Summit Financial, LLC (ASHBURN VA)
VA
01/03/2023 - 11/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (LANSDOWNE VA)
IA
Issued 11/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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