Valerie Rivera (CRD# 2712722) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Palm Desert, CA and has over 18 years of experience in the finance industry.
CRD# 1517629
Bma Advisors, LLC
CRD# 5482571
Cypress Wealth Services, LLC
CRD# 1178562
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates | Palm Desert, CA | Jun 2014 - Current | 9 |
| Morgan Stanley Smith Barney | Palm Desert, CA | Jun 2009 - Jun 2014 | 5 |
| Morgan Stanley & Company Incorporated | Palm Desert, CA | Oct 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- CA
-
Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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