Valerie Saucedo, financial advisor Edmonds WA

Valerie Saucedo

CRD Number: 6757609
Current Firm: Harbour Investments, Inc.

Valerie Saucedo (CRD# 6757609) is an Investment Advisor Representative working at Harbour Investments, Inc. in Edmonds, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Harbour Investments, Inc. Edmonds, WA Apr 2021 - Current < 1
Securities America, Inc. Edmonds, WA Nov 2020 - Apr 2021 < 1
Securities America Advisors, Inc. Edmonds, OR Nov 2020 - Apr 2021 < 1
Kms Financial Services, Inc. Seattle, WA Aug 2020 - Nov 2020 < 1
Unemployed N/a/, WA Feb 2020 - Aug 2020 < 1
Ubs Financial Services Bellevue, WA Feb 2017 - Feb 2020 3
El Centro De La Raza Seattle, WA Apr 2015 - Mar 2017 1
Wildfin American Grill Renton, WA Dec 2014 - Apr 2015 < 1
University Of Washington Seattle, WA Jan 2015 - Mar 2015 < 1
University Of Washington Seattle, WA Jan 2013 - Mar 2015 2
La Casita Feliz Seattle, WA Sep 2014 - Nov 2014 < 1
Montlake Market Seattle, WA Mar 2014 - Jun 2014 < 1
Johnny Rockets Seattle, WA Nov 2013 - Dec 2013 < 1
Montlake Market Seattle, WA May 2013 - Dec 2013 < 1
Claire's Everett, WA Jul 2012 - May 2013 < 1
La Resaca Calexico, CA Apr 2012 - Jul 2012 < 1
Imperial Valley College Imperial, CA Aug 2010 - Jun 2012 1
Journey's El Centro, CA Sep 2011 - Nov 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
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.

Get Details on the FINRA Advisor Check site
Contact Info for Valerie Saucedo
Phone Number: 608-662-6100
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,361
    MILLIONS
  • Total Number of Accounts
    19,907
    ACCOUNTS
  • Average Account Value
    $168,844
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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