Victor M. Valle
Investment adviser representative at Veraz Advisors
10 yearsExperience
1 stateRegistered in
$109.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Veraz Advisors, LLCOct 2023 to now
- Self EmployedNov 2018 to now
- Winans InvestmentsDec 2019 to Jan 2023
- Comerica Securities, Inc.Aug 2016 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Veraz Advisors
Legal name: Veraz Advisors, LLC
$109.6MAssets managed
150Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4523573
- Firm CRD
- 304619