Paul Valerio is a registered investment advisor, based in Boyertown, PA, with 25 years of industry experience.
Location
1 W Philadelphia Ave, Boyertown, PA, 19512
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paul officiates high school and college ice hockey games and high school and youth lacrosse games, dedicating a few hours per week. He is also a board member of NAIFA PA, but this is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
July 2016 - January 2018 · 1 yr 6 mos
Bb&t Investment Services, INC.Broker
July 2016 - January 2018 · 1 yr 6 mos
Cetera Investment Advisers LLC
January 2014 - July 2016 · 2 yrs 6 mos
Cetera Investment Services LLCBroker
May 2012 - July 2016 · 4 yrs 2 mos
Cetera Investment Services LLC
May 2012 - January 2014 · 1 yr 8 mos
The O.N. Equity Sales CompanyBroker
April 2011 - May 2012 · 1 yr 1 mo
Park Avenue Securities LLC
October 2007 - July 2010 · 2 yrs 9 mos
Park Avenue Securities LLCBroker
October 2006 - July 2010 · 3 yrs 9 mos
CUNA Brokerage Services, INC.
January 2006 - October 2006 · 9 mos
CUNA Brokerage Services, INC.Broker
June 2003 - October 2006 · 3 yrs 4 mos
Metlife Securities INC.Broker
September 2001 - June 2003 · 1 yr 9 mos
Metropolitan Life Insurance CompanyBroker
September 2001 - June 2003 · 1 yr 9 mos
Vanguard Marketing CorporationBroker
November 1999 - July 2001 · 1 yr 8 mos
State Registrations38 states
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Exams
No exam information available for this advisor.