Valerie Rivera (CRD# 4878906) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Chesapeake, VA and has over 19 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Global Advisory, LLC | Chesapeake, VA | Mar 2024 - Current | < 1 |
| Steward Partners Investment Solutions, LLC | Chesapeake, VA | Mar 2024 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Chesapeake, VA | Mar 2024 - Current | < 1 |
| Raymond James Financial Services, Inc. | Chesapeake, VA | Oct 2017 - Mar 2024 | 6 |
| Raymond James Financial Services Advisors Inc. | Chesapeake, VA | Oct 2017 - Mar 2024 | 6 |
| Freedom Street Partners | Chesapeake, VA | Oct 2017 - Mar 2024 | 6 |
| Edward Jones | St. Louis, MO | Nov 2004 - Sep 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- VA
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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