JOSE VALLE is an investment adviser representative (IAR) with state registration records since 2014, appearing at 9 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2025-08-04 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-08-06 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-08-30 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2022-01-26 | 2023-08-07 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2021-06-08 | 2023-08-07 | — |
| TD AMERITRADE, INC. | 2021-06-08 | 2022-10-14 | — |
| J.P. MORGAN SECURITIES LLC | 2020-01-13 | 2021-06-02 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-04-08 | 2020-01-03 | — |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | 2014-12-09 | 2015-04-08 | — |