Unclaimed
Victor Vincent Valverde is a registered representative with Next Financial Group, Inc. Victor has been in the securities industry since 1992. Victor is licensed in Colorado and Texas. Victor is also a registered investment advisor representative. Victor has experience in fixed annuities, life/health care, disability, and long-term care insurance.
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.
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.
Seminar/workshop attendance fees
1
2
TX
02/23/2005 - Present
Next Financial Group, Inc. (EDINBURG TX)
FL
01/04/1999 - 01/26/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
07/17/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NJ
04/07/1995 - 06/02/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
TX
05/29/1992 - 04/10/1995
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
BC
Issued 06/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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