Esmeralda Valarezo, financial advisor Sugarland TX

Esmeralda Valarezo

CRD Number: 4710272
Current Firm: Raymond James Financial Services Advisors, Inc.

Esmeralda Valarezo (CRD# 4710272) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sugarland, TX and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
The Noble Group Sugar Land, TX Jul 2020 - Current 1
Raymond James Financial Services, Inc. Sugarland, TX Dec 2019 - Current 1
Amegy/zions (lpl Financial) Houston, TX Dec 2007 - Nov 2019 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Esmeralda Valarezo
Phone Number: 727-567-3020
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • 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, 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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