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Alberto Valdes

17 Years of Experience
1 DisclosureBroker

Alberto Valdes is a registered investment advisor, based in Miami, FL, with 17 years of industry experience.

Location

1221 Brickell Avenue, 27th Floor, Miami, FL, 33131

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History

Regulatory History (1)
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Employment Separation After Allegations
December 2020
Employment History
Current Registrations
Insigneo Securities, LLCBroker
August 2025 - Present · 8 mos
Insigneo Advisory Services, LLC
August 2025 - Present · 8 mos
Insigneo Securities, LLC
August 2025 - Present · 8 mos
Previous Registrations
Vectorglobal Iag, INC.
February 2025 - August 2025 · 6 mos
Vectorglobal WmgBroker
February 2025 - August 2025 · 6 mos
Alterna Wealth Management, INC.
February 2021 - February 2025 · 4 yrs
Alterna Securities, INC.Broker
January 2021 - February 2025 · 4 yrs 1 mo
Bbva Securities INC.Broker
May 2013 - December 2020 · 7 yrs 7 mos
Bbva Wealth Solutions INC.
February 2012 - December 2020 · 8 yrs 10 mos
Bbva Compass Investment Solutions, INCBroker
June 2009 - May 2013 · 3 yrs 11 mos
Bbva Investments INC.Broker
April 2008 - July 2009 · 1 yr 3 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Alberto Valdes - Financial Advisor | TrueAdvisor