Alberto Valdes

Current Employers

Employment History

• 07/2016 → 01/2018
  Raymond James Financial Services, Inc.
  Miami, FL
• 08/2016 → 01/2018
  Raymond James Financial Services Advisors Inc.
  Miami, FL
• 11/2016 → 01/2018
  Valdes Wealth And Legacy Global
  Miami, FL
• 01/2018 → 09/2023
  Citigroup
  Doral, FL
• 09/2023 → Present
  Insigneo Securities Llc
  Miami, FL
• 09/2023 → Present
  Insigneo Advisory Services Llc
  Miami, FL

Previous Registrations

• 2018-01-23 → 2023-09-20
  Citigroup Global Markets Inc.
  Doral, FL
  Coral Springs, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Doral, FL
  Miami, FL
• 2016-08-25 → 2018-01-04
  Raymond James Financial Services Advisors, Inc
  Miami, FL
  Miami, FL
• 2010-09-14 → 2016-07-11
  Wells Fargo Clearing Services, Llc
  Miami, FL
  Miami, FL
  Coral Gables, FL
  Miami, FL
• 2009-07-20 → 2010-09-08
  Chase Investment Services Corp.
  Sunny Isles Beach, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
  Miami Gardens, FL
  Miami Gardens, FL
  Miami, FL
  Miami, FL
• 2008-04-18 → 2009-05-29
  Investacorp Advisory Services Inc
  Coral Gables, FL
• 2006-08-10 → 2008-01-09
  Banc Of America Investment Services, Inc.
  Coral Gables, FL
  Miami, FL

Other Businesses

-INSIGNEO ADVISORY SERVICES LLC_Affiliate, Dual registration as Financial Advisor, devoted hours: 20 hrs/week. -AV ENTERPRISE VENTURES LLC_No investment related_Incorporated in: Delaware_Address: 18950 SW 197 Ave Miami, FL 33187_Nature: No presently in use, open for future business opportunities. Position: Managing Member_Start date: 09/2023_Devote: 0 hrs/month_Devote: 0 hrs/month during trading hours. -ADVANCED TAX PLANNING SOLUTIONS LLC_ No securities related. / Address: 15757 Pine Blvd; suite: 137; Pembroke Pines, FL 33027. / Nature: Accounting practice, RR offer this OBA to Insigneo clients. / Position: 30% ownership. / Start date: 05/03/2024. / Devote 2 hrs/month and 0 hrs/month during trading hours. - LICENSEE Non sales Variables Insurance Products / Florida / IE, LIFE HEALTH ANNUITIES, LONG-TERM CARE (LTC) and DISABILITY INSURANCE (DI) / Position: Insurance Producer / Devote 2 hrs/month and 2 hrs/month during trading hours / Start date: 10/2024 -AV SOLAR SOLUTIONS, LLC_ Non-securities related_ Address: Miami, Florida Nature: Investment related dedicated to the Solar renewable energy sector to consumers and businesses. The activity is passive, non-client facing, and does not involve securities, investment advisory services, solicitation, or use of firm resources. The LLC owns equipment and leases a determined kilowatt capacity (kw) for a fixed monthly fee to a lessee, and the Lessee leases the equipment from the lessor in accordance with the Agreed terms. The labor and materials used in the installation, maintenance, warranties, repairs and operational responsibilities are performed by an independent solar services provider. Position and title: Sole owner/lessor of the solar equipment leasing and managing member of the LLC. Start date: 12/2024 Devoted: 0.5 hrs/month and 0 hrs/month during securities trading hours. Duties: Provide capital, entering into financing and lease agreements and performing limited administrative oversight (e.g., contract administration and monitoring). I do not install, operate, maintain, market, sell, or promote the solar equipment or energy services.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-08
• S63 Uniform Securities Agent State Law Examination
  2002-11-21

Designations