Joseph Valz (CRD# 4324627) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tierra Verde, FL and has 1 year of experience in the finance industry. Joseph Valz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 6673621
Econologics Financial Advisors
CRD# 4691463
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jul 2007 - Current | 16 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2000 - Current | 23 |
| Pro Fin. Serv. Inc. | Tierra Verde, FL | Mar 1990 - Current | 34 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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