Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Valle is an Investment Advisor Representative at Veraz Advisors, LLC. Victor has been in the financial services industry for over 20 years and has experience working with high-net-worth individuals, corporations, and pension plans. Victor’s experience with various financial institutions has provided him with a strong understanding of the investment industry, including the ability to develop personalized financial plans and manage investment portfolios.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Assets under advisement (aua)
1
2
CA
10/16/2023 - Present
Veraz Advisors (SAN RAMON CA)
CA
08/17/2016 - 09/23/2019
COMERICA SECURITIES (SAN FRANCISCO CA)
CA
03/25/2014 - 08/09/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORINDA CA)
CA
10/30/2012 - 03/20/2014
WELLS FARGO ADVISORS, LLC (OAKLAND CA)
CA
07/27/2009 - 10/22/2012
SII INVESTMENTS, INC. (SAN RAMON CA)
TX
11/07/2008 - 03/17/2009
SUMMITALLIANCE SECURITIES, L.L.C. (DALLAS TX)
CA
03/14/2008 - 10/16/2008
LIBERTY GROUP, LLC (OAKLAND CA)
CA
02/06/2006 - 03/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPA CA)
MN
10/01/2004 - 10/29/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CA
05/26/2004 - 07/28/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
KS
07/10/2003 - 10/22/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
CA
01/28/2003 - 03/17/2003
ALAMO CAPITAL (WALNUT CREEK CA)
CA
11/21/2002 - 01/06/2003
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
AZ
10/22/2002 - 12/03/2002
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 07/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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