Ivan ValdesCRD Number: 1792149
Current Firm: Mml Investors Services, LLC
Ivan Valdes (CRD# 1792149) is an Investment Advisor Representative working at Mml Investors Services, LLC in Maitland, FL and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Mml Investors Services||Maitland, FL||Mar 1996 - Current||21|
|Massachusetts Mutual Life Insurance Comp||Springfield, MA||Jan 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
Total Assets Under Management666MILLIONS
Total Number of Accounts3,874ACCOUNTS
Average Account Value$171,955
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV