Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Gregory Valdes is a registered representative with Fidelity Brokerage Services LLC. Sergio has been in the financial services industry since April 10, 2018. He is licensed to sell securities in 53 states and the District of Columbia. His primary office is located at 4601 Touchton Rd East, Bldg 400 in Jacksonville, Florida. Sergio holds the Series 4, 7, 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
04/11/2018 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 05/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2021
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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