George F Valle
Professional Summary
George F Valle, who also goes by George Fernandez Valle, is a registered financial advisor currently at VSI SECURITIES, INC. located in Miami, Florida. George is registered as a RR (Registered Representative) and started their career in finance in 1993. George has worked at 8 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 3, Series 7, Series 14, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
George Fernandez Valle
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
VENECREDIT SECURITIES, INC. | VSI SECURITIES, INC.
Contact Information
Main Address
1111 Brickell Avenue, Suite 1575 Suite 1575, Miami, FL 33131Mailing Address
1111 Brickell Avenue Suite 1575, Miami, FL 33131Phone Number
(305) 372-2446Established
Florida since 05/01/2001Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
6FINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
93AUM (Assets Under Management)
$28,544,024Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(10/14/2004)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Apr 2005SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view George F Valle's CRS (Customer Relationship Summary).
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