Dimitri ValerioCRD Number: 7047669
Current Firm: Primerica Advisors
Dimitri Valerio (CRD# 7047669) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has over 2 years of experience in the finance industry.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Inspire Advisors, LLC
|Pfs Investments Inc.||Worthington, OH||Dec 2018 - Current||4|
|Primerica Financial Services||Worthington, OH||Apr 2018 - Current||4|
|Ohio University||Athens, OH||Aug 2014 - Mar 2018||3|
|Sylvania Southview High School||Sylvania, OH||Aug 2010 - Jul 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2020|
Total Assets Under Management7,114MILLIONS
Total Number of Accounts49,061ACCOUNTS
Average Account Value$145,001
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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