VA
Valentina Aponte
PORTFOLIO RESOURCES GROUP
Caracas, Miranda, 1060
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CRD#: 7364276
VA
Professional summary
Valentina Aponte is a registered financial professional currently at PORTFOLIO RESOURCES GROUP, INC. .
Valentina is registered as a RR (Registered Representative) and started their career in finance in 2023. Valentina has worked at 1 firm and has passed the Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Valentina Aponte'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
April 27, 2023 - Present
PORTFOLIO RESOURCES GROUP, INC.
Office #1: Av Venezuela, Torre La Oriental De Seguros Piso 1, El Rosal, Caracas, Miranda 1060BD
CRD#: 31155
Caracas, Miranda,
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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(5/1/2023)
Exams
General Industry/Product Exam
RR
Series 7TO
Date: 4/27/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PR
PORTFOLIO RESOURCES GROUP, INC.
PORTFOLIO RESOURCES GROUP, INC.
CRD#: 31155 / SEC#: , 8-45380
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
4000 Ponce De Leon Blvd Suite 670, Coral Gables, FL 33146
Mailing Address
4000 Ponce De Leon Blvd Suite 670, Coral Gables, FL 33146
Phone number
(305) 372-0299
Established
Florida since 11/18/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (27 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMEJO, ANTONIO NMN | SHAREHOLDER/DIRECTOR, PRESIDENT & CEO, CCO, GENERAL PRINCIPAL, MUNICIPAL PRINCIPAL | 1654246 |
| INVERSIONES SOSABAS | SHAREHOLDER | |
| MARAVER, JOSE MANUEL | SHAREHOLDER/DIRECTOR | 2307685 |
| BAQUERO DE JIMENEZ, NANCY JOSEFINA | FINOP, PFO, POO | 5583492 |
| SOSA, JUAN IGNACIO | DIRECTOR, COO, GENERAL PRINCIPAL, AML OFFICER, VA PRINCIPAL | 2599288 |
| VACA, MONICA TERESA | OPTIONS PRINCIPAL | 2135645 |
Disclosures
| Regulatory Event | 4 |
Red Flags
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