Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Plutarco? Claim Your ProfilePlutarco Elias Valles is a financial advisor based in Miami, Florida. Plutarco has been active in the financial industry since August 10, 2019. Plutarco is currently registered with Blackstone Securities Partners LP, a firm based in Miami, Florida. Prior to joining Blackstone Securities Partners LP, Plutarco was employed with PIMCO INVESTMENTS LLC based in New York, New York. Plutarco is licensed to sell securities in 53 states and territories and has successfully passed the Uniform Securities Agent State Law Examination (Series 63), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7).
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
04/13/2022 - Present
Blackstone Securities Partners LP (Miami FL)
NY
10/31/2018 - 07/02/2021
PIMCO INVESTMENTS LLC (NEW YORK NY)
BC
Issued 12/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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