Francisco Valeriano, financial advisor Arlington VA
81 score

Francisco Valeriano

CRD Number: 4632484
Current Firm: Hsbc Securities (usa) Inc.

Francisco Valeriano (CRD# 4632484) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Arlington, VA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Hsbc Securities (usa) Inc. Arlington, VA Jun 2015 - Current 1
Massmutual Financial Bethesda-rockville, MD Oct 2005 - Jun 2015 9
Mml Investors Services LLC Bethesda-rockville, MD Oct 2005 - Jun 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Francisco D. Valeriano
Phone Number: 212-525-2879
Registered State(s):
  • DC
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    2,985
    MILLIONS
  • Total Number of Accounts
    12,340
    ACCOUNTS
  • Average Account Value
    $241,893
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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