Individual Firm
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EDUARDO VALERO
EDDIE VALERO, EDWARD VALERO
CRD#: 6292224
IA
B
CHARLES SCHWAB & CO., INC.CRD#: 5393 2407 Porter St
Suite 100
Soquel, CA 95073-2476
Suite 100
Soquel, CA 95073-2476
0
Disclosures
9
Years of Experience
View By:
State Registrations
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Arizona 6/19/2020
B
New Jersey 6/19/2020
B
California 6/19/2020
B
New Mexico 3/4/2023
IA
California 7/20/2023
B
New York 6/19/2020
B
Colorado 3/26/2024
B
Oregon 6/19/2020
B
District of Columbia 6/19/2020
B
South Dakota 6/25/2024
B
Florida 6/19/2020
B
Tennessee 6/19/2020
B
Idaho 10/16/2023
B
Texas 3/12/2020
B
Illinois 6/19/2020
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Texas 3/12/2020
B
Michigan 6/19/2020
B
Virginia 6/19/2020
B
Nevada 6/19/2020
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Washington 6/19/2020
SRO Registrations
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IA
Registered with this firm since 3/12/2020
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Registered with this firm since 3/12/2020
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/26/2019 - 01/28/2020 | LEWISVILLE, TX | |
B | 09/17/2018 - 01/28/2020 | LEWISVILLE, TX | |
IA | 09/27/2017 - 11/10/2017 | PLANO, TX | |
IA | 09/08/2015 - 09/15/2017 | Ft. Worth, TX | |
IA | 09/08/2015 - 09/15/2017 | FORT WORTH, TX | |
B | 03/31/2014 - 09/15/2017 | FORT WORTH, TX |
LEWISVILLE, TX
09/17/2018 - 01/28/2020
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.