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KARLA D'ALLEVA VALAS
KARLA JOAYN DALLEVA ESQ., KARLA D. VALAS ESQ., KARLA JOAYN VALAS ESQ., Karla DAlleva Valas
CRD#: 3054896
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 4509 CREEDMOOR ROAD
SUITE 101
RALEIGH, NC 27612
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 4509 CREEDMOOR ROAD
SUITE 101
RALEIGH, NC 27612
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2024 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2002 - 2007 (4 years)BFIDELITY INVESTMENTS INSTITUTI... (CRD# 17507)1998 - 2002 (4 years)
License(s)

State Registrations

B
North Carolina 11/6/2024

IA
North Carolina 11/18/2024

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
4509 CREEDMOOR ROAD SUITE 101, RALEIGH, NC 27612
RALEIGH, NC
Registered with this firm since 11/18/2024

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
4509 CREEDMOOR ROAD SUITE 101, RALEIGH, NC 27612
RALEIGH, NC
Registered with this firm since 7/6/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
B
07/08/2002 - 03/01/2007 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) SMITHFIELD, RI
B
06/02/1998 - 07/08/2002 FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507) SMITHFIELD, RI
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.