JC
Javier J. Contreras
VALLE FINANCIAL GROUP
DORAL, FL 33166
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CRD#: 5614053
JC
Professional summary
Javier J Contreras is a registered financial advisor currently at VALLE FINANCIAL GROUP located in Doral, Florida and DINOSAUR FINANCIAL GROUP, L.L.C located in New York, New York.
Javier is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Javier has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Name of Business: Dinosaur Financial Group LLC Investment-Related: Yes Address: 33 Whitehall St, #1102, New York, NY 10004 Nature of Business: Broker-Dealer Position/Title: Broker-Dealer Representative Start Date: 6/2009 Hours/Month Devoted: 40 hrs/month Hours Devoted during Business Hours: 40 hrs/month Describe Duties: Provide brokerage services Name of Business: Valle Financial Group Investment-Related: Yes Address: 848 Brickell Ave PH2 Miami, Fl 33131 Nature of Business: Investment Advisor Position/Title: Owner Start Date: 5/2014 Hours/Month Devoted: 40 hrs/month Hours Devoted during Business Hours: 40 hrs/month Describe Duties: Provide investment advisory services Name of Business: Navona International Services LLC Investment-Related: No Address: 752 West End Ave, New York, NY 10025 Nature of Business: Business Development Position/Title: Owner Start Date: 7/2017 Hours/Month Devoted: 2 hrs/month Hours Devoted during Business Hours: 2 hrs Describe Duties: Research and develop new business opportunities Name of Business: Dinosaur Merchant Bank Limited Investment-Related: Yes Address: Vintners Place, 68 Upper Thames Street, London, EC4V 3BJ Nature of Business: UK-Registered Broker-Dealer Position/Title: Introducing Broker Start Date: 9/2012 Hours/Month Devoted: 40 hrs/month Hours Devoted during Business Hours: 40 hrs Describe Duties: Business Development Name of Business: Vento Group Corp Investment-Related: No Address: 752 West End Ave, New York, NY 10025 Nature of Business: Real Estate Position/Title: Decision Maker Start Date: 2/2018 Hours/Month Devoted: 8 hrs/month Hours Devoted during Business Hours: 0 Describe Duties: Buying and administration of real estate
CRS (Client Relationship Summary) - RIA
Click below to view Javier J Contreras's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 15, 2023 - Present
VALLE FINANCIAL GROUP
Office #1: 8080 Nw 58 St, Doral, FL 33166RIA
CRD#: 324947
DORAL, FL
Current
September 30, 2009 - Present
DINOSAUR FINANCIAL GROUP, L.L.C
Office #1: 33 Whitehall Street #1102, New York, NY 10004BD
CRD#: 104446
NEW YORK, NY
Past
February 9, 2009 - June 1, 2009
FTC CAPITAL MARKETS, INC.
BD
CRD#: 125805
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/30/2009)
IAR
Florida(11/15/2023)
RR
New Jersey(9/30/2009)
RR
New York(9/30/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VF
VALLE FINANCIAL GROUP
VALLE FINANCIAL GROUP | VALLE FINANCIAL GROUP LLC | VALLE FINANCIAL GROUP INC.
CRD#: 324947 / SEC#:
Florida
Registered Investment Advisory firm - (11/15/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8080 Nw 58 St, Doral, FL 33166
Mailing Address
Phone number
(646) 662-7705
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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Company Information
VALLE FINANCIAL GROUP
CRD#: 324947Doral, FL 33166TRUST BUT VERIFY
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