Jorge Valdes

from Financial Designs Wealth Management
SEC regulated
Regulated Investment Advisor
Jorge Valdes is a financial advisor based in Florida, Miami, with 35 years of experience. Jorge currently works for Financial Designs Wealth Management. Jorge maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jorge Valdes works at Financial Designs Wealth Management
Financial Designs Wealth Management is a financial advisory firm based in Miami, Florida. It currently has approximately $65,532,955 of assets under management and employs about 5 people. Financial Designs Wealth Management uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
27 years
Fee structure
and a percentage of assets under your management
Office location
8000 Nw 7th Street, Suite 201, Miami, Florida, 33126

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