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Brenda Carey

Valley Wealth Managers, Inc.

Paramus, NJ

Aventura, FL

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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 2023-08-07
  • FL RA
    APPROVED
    Since 2023-08-07

Branch Locations

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

19495 Biscayne Blvd. Suite 500, Aventura, FL 33180 • 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
Leumi Investment Services Inc. New York NY 01/2006 04/2022
Bank Leumi Usa Aventura FL 09/2008 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
  • 01/2006 → 04/2022
    Leumi Investment Services Inc.
    New York, NY
  • 09/2008 → 04/2022
    Bank Leumi Usa
    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
S65 Uniform Investment Adviser Law Examination 2022-08-01
S63 Uniform Securities Agent State Law Examination 2006-09-30
  • S65 Uniform Investment Adviser Law Examination
    2022-08-01
  • S63 Uniform Securities Agent State Law Examination
    2006-09-30
Other Names
  • Brenda Ramirez

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · Paramus, NJ
J.P. MORGAN SECURITIES LLC · Paramus, NJ
J.P. MORGAN SECURITIES LLC · Paramus, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARAMUS, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARAMUS, NJ
LPL FINANCIAL LLC · PARAMUS, NJ
WELLS FARGO CLEARING SERVICES, LLC · PARAMUS, NJ
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