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Yazmin Valdez

Empower Advisory Group, LLC

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About Yazmin Valdez

Yazmin Valdez is a financial advisor with Empower Advisory Group, LLC, and has been in the industry since July 2022. Yazmin is registered as a Registered Representative with the state of California, and is also registered as an Investment Advisor Representative. Before joining Empower Advisory Group, LLC, Yazmin worked at Wells Fargo Clearing Services, LLC. Yazmin is a Series 63, 65 and 6TO licensed representative and holds the SIE designation.

Firm Information

Yazmin Valdez is currently registered with Empower Advisory Group, LLC. Empower Advisory Group, LLC is a financial advisory firm based in Greenwood Village, CO, providing financial planning, portfolio management for individuals, and educational seminars. They manage over $134 billion in assets for a diverse clientele including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm has over 700 investment advisor representatives and is registered with the SEC under number 801-58105.
Empower Advisory Group, LLC

8515 EAST ORCHARD RD 4T2

GREENWOOD VILLAGE, CO 80111

$134.28B

Assets Under Management

18

Total Clients

1,128

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yazmin Valdez’s Registration & Firm History

CA

04/30/2024 - Present

Empower Advisory Group, LLC (Winchester CA)

TX

06/27/2022 - 02/14/2023

WELLS FARGO CLEARING SERVICES, LLC (WAXAHACHIE TX)

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Licenses & Designations

IA

Issued 07/29/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yazmin Valdez.
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