Valerie Borges (CRD# 7568943) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reading, MA and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reading, MA | Jul 2023 - Current | < 1 |
| Bank Of America, N.a. | Reading, MA | Jul 2023 - Current | < 1 |
| Unemployed | Rutland, MA | May 2023 - Jul 2023 | < 1 |
| Elon University | Elon, NC | Aug 2022 - May 2023 | < 1 |
| Elon University | Elon, NC | Aug 2019 - May 2023 | 3 |
| Bank Of America Merrill Lynch | Boston, MA | Jun 2022 - Aug 2022 | < 1 |
| Unemployed | Rutland, MA | May 2022 - Jun 2022 | < 1 |
| Extended Travel | Florence, | Feb 2022 - May 2022 | < 1 |
| Elon University | Elon, NC | Jan 2022 - Feb 2022 | < 1 |
| Tiaa | Charlotte, NC | Jun 2021 - Aug 2021 | < 1 |
| Harrington Farm | Princeton, MA | May 2017 - Aug 2019 | 2 |
| Wachusett Regional High School | Holden, MA | Aug 2015 - Jun 2019 | 3 |
| Central Tree Middle School | Rutland, MA | Aug 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- CT
- 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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