Francisco Valeriano (CRD# 4632484) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vienna, VA and has over 20 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Vienna, VA | Aug 2017 - Current | 6 |
| Pruco Securities, LLC | Vienna, VA | Aug 2017 - Current | 6 |
| Mml Investors Services | Rockville, MD | Jan 2017 - Aug 2017 | < 1 |
| Massmutual | Rockville, MD | Nov 2016 - Aug 2017 | < 1 |
| Hsbc Bank Usa, N.a. | Arlington, VA | Aug 2016 - Oct 2016 | < 1 |
| Hsbc Securities (usa) Inc. | Arlington, VA | Jun 2015 - Oct 2016 | 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 |
- MD
- VA
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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