Jorge Valdes (CRD# 7483848) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami Lakes, FL and has over 2 years of experience in the finance industry.
CRD# 1235698
World Equity Group, Inc.
CRD# 4396600
Mml Investors Services, LLC
CRD# 4291556
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Miami Lakes, FL | Sep 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami Lakes, FL | May 2022 - Current | 2 |
| E*trade Securities LLC | Alpharetta, GA | Jan 2022 - May 2022 | < 1 |
| Bank Of America | Weston, FL | Jan 2021 - Jan 2022 | 1 |
| Wells Fargo | Sunrise, FL | Jun 2019 - Dec 2020 | 1 |
| Wells Fargo | Sunrise, FL | Jun 2018 - Jun 2019 | 1 |
| Wells Fargo | Hialeah, FL | Apr 2017 - Jun 2018 | 1 |
| Miami Dade College | Doral, FL | Jan 2015 - May 2018 | 3 |
| Hellmann Worldwide Logistics | Doral, FL | Dec 2014 - Apr 2017 | 2 |
| Unemployed | Hialeah, FL | Jun 2014 - Dec 2014 | < 1 |
| Elite Logistic Services | Doral, FL | Jun 2014 - Aug 2014 | < 1 |
| Doral Academy Prepatory School | Doral, FL | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- FL
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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