Unclaimed
Valeria Trauer is a financial professional with over 10 years of experience in the financial industry. Valeria is currently registered with Vectorglobal WMG in Miami, Florida and has previously held positions at Raymond James Financial Services, Inc., SAFRA SECURITIES LLC, and HSBC Securities (USA) Inc. Valeria holds the Series 63, Series 7 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.
1
2
FL
03/22/2021 - Present
Vectorglobal WMG (MIAMI FL)
FL
10/01/2013 - 08/23/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIAMI FL)
FL
06/10/2010 - 02/28/2012
SAFRA SECURITIES LLC (AVENTURA FL)
FL
12/05/2007 - 04/27/2010
E.S. FINANCIAL SERVICES, INC. (MIAMI FL)
FL
12/01/2006 - 11/20/2007
HSBC SECURITIES (USA) INC. (CORAL GABLES FL)
BC
Issued 04/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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