Francisco ValerianoCRD Number: 4632484
Current Firm: Prudential Financial Planning Services
Francisco Valeriano (CRD# 4632484) is an Investment Advisor Representative working at Prudential Financial Planning Services in Bethesda, MD and has over 14 years of experience in the finance industry.
Blue Ocean Global Wealth
David Wealth Management, LLC
Palatine Advisors, Inc.
|Pruco Securities LLC||Bethesda, MD||Aug 2017 - Current||< 1|
|The Prudential Insurance Company Of America||Bethesda, MD||Aug 2017 - Current||< 1|
|Mml Investors Services||Rockville, MD||Jan 2017 - Aug 2017||< 1|
|Massmutual||Rockville, MD||Nov 2016 - Aug 2017||< 1|
|Hsbc Bank Usa, N.a.||Arlington, VA||Aug 2016 - Oct 2016||< 1|
|Hsbc Securities (usa) Inc.||Arlington, VA||Jun 2015 - Oct 2016||1|
|Massmutual Financial||Bethesda-rockville, MD||Oct 2005 - Jun 2015||9|
|Mml Investors Services LLC||Bethesda-rockville, MD||Oct 2005 - Jun 2015||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2003|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management5,161MILLIONS
Total Number of Accounts41,530ACCOUNTS
Average Account Value$124,275
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.