Alberto Valtierra
Professional summary
Alberto Valtierra Jr, who also goes by Alberto Valtierra Jr., Alberto Valtierrajr, Alberto Valtierra, Alberto Valtierra Jr Jr, Alberto Valtierra Jr, is a registered financial advisor currently at VECTOR DYNAMICS WEALTH MANAGEMENT P.L.L.C located in Mesa, Arizona.
Alberto is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Alberto has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alberto Valtierra Jr's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 13, 2026 - Present
VECTOR DYNAMICS WEALTH MANAGEMENT P.L.L.C
March 19, 2025 - November 16, 2025
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/13/2026)
Exams
Series 7TO
Date: 3/19/2025
General Securities Representative ExaminationCurrent Firm
VECTOR DYNAMICS WEALTH MANAGEMENT P.L.L.C
CRD#: 342038 / SEC#:
Contact information
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