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Berta Epelbaum

Valley Wealth Managers, Inc.

Aventura, FL

Paramus, NJ

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Current Employers
Valley Wealth Managers, Inc.

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-04
  • FL RA
    APPROVED
    Since 2023-08-04

Branch Locations

19495 Biscayne Blvd. Suite 500, Aventura, FL 33180 • United States

80 East Ridgewood Ave Suite 3, Paramus, NJ 07652 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Leumi Usa Aventura FL 04/2003 04/2022
Leumi Investment Services Inc Aventura FL 04/2003 04/2022
Valley Financial Management, Inc. Aventura FL 04/2022 Present
Valley National Bank Aventura FL 04/2022 Present
Valley Wealth Managers, Inc. Aventura FL 07/2023 Present
  • 04/2003 → 04/2022
    Bank Leumi Usa
    Aventura, FL
  • 04/2003 → 04/2022
    Leumi Investment Services Inc
    Aventura, FL
  • 04/2022 → Present
    Valley Financial Management, Inc.
    Aventura, FL
  • 04/2022 → Present
    Valley National Bank
    Aventura, FL
  • 07/2023 → Present
    Valley Wealth Managers, Inc.
    Aventura, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-28
  • S66 Uniform Combined State Law Examination
    2005-09-28
Other Names
  • Berta Blumenkrans

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Aventura, FL
UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL
CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL
PINNACLE INVESTMENTS, LLC · MIAMI, FL
LPL FINANCIAL LLC · AVENTURA, FL
J.P. MORGAN SECURITIES LLC · AVENTURA, FL
KAILIX ADVISORS LLC · AVENTURA, FL

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