Ivan Valdes, financial advisor Maitland FL
93 score

Ivan Valdes

CRD 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.

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Company Name Location Dates Years
Mml Investors Services Maitland, FL Mar 1996 - Current 20
Massachusetts Mutual Life Insurance Comp Springfield, MA Jan 1996 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Ivan Valdes
Phone Number: (413)737-8400
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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