Valeria Genese Cera primero
Investment adviser representative at Horizons Sustainable Financial Services, Inc.
12 yearsExperience
1 stateRegistered in
$151.2MFirm assets
5 yearsFirm in business
Are you Valeria Genese Cera primero? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Horizons Sustainable Financial Services, Inc.Sep 2024 to now
- Horizons Sustainable Financial Servies, Inc.Jun 2024 to now
- Thornburg Investment Management FirmsJun 2023 to Aug 2023
- The Burger StandJul 2021 to Aug 2022
- Loyola Marymount UniversityAug 2020 to May 2024
- Hageen-dazsJun 2020 to Jul 2021
- BreakthroughAug 2018 to Aug 2020
- La FogataAug 2017 to Aug 2020
- Flying TortillaAug 2016 to Aug 2017
- The Academy for Technology and the ClassicsAug 2014 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NM).
Horizons Sustainable Financial Services, Inc.
$151.2MAssets managed
310Clients
6Advisers
5 yearsIn 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
- 7941824
- Firm CRD
- 164970