Joseph Valerio

from Merriman
SEC regulated
Regulated Investment Advisor
Joseph Valerio is a financial advisor based in Washington, Seattle, with 13 years of experience. Joseph currently works for Merriman. Joseph maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State 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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Joseph Valerio works at Merriman
Merriman is a financial advisory firm based in Seattle, Washington. It currently has approximately $3,297,155,500 of assets under management and employs about 57 people. Merriman uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
920 Fifth Avenue, Suite 2720, Seattle, Washington, 98104

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