Anthony ValerioCRD Number: 6680005
Current Firm: Wells Fargo Clearing Services, LLC
Anthony Valerio (CRD# 6680005) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Naples, FL and has over 3 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
Hightower Advisors, LLC
|Wells Fargo Bank, Na||Naples, FL||Jun 2019 - Current||2|
|Wells Fargo Clearing Services, LLC||Naples, FL||Jun 2019 - Current||2|
|The Prudential Insurance Company Of America||Fort Myers, FL||Nov 2016 - Jun 2019||2|
|Pruco Securities, LLC||Tampa, FL||Apr 2016 - Jun 2019||3|
|Nutricell||Naples, FL||Jul 2016 - Apr 2017||< 1|
|7th Avenue Social||Naples, FL||Jan 2016 - Apr 2017||1|
|Inn On 5th||Naples, FL||Oct 2015 - Apr 2016||< 1|
|Beach Box Cafe||Naples, FL||Mar 2014 - Oct 2015||1|
|Epic Food Concepts||Naples, FL||Feb 2012 - Mar 2014||2|
|Spirit Halloween||Naples, FL||Sep 2012 - Oct 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2019|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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