Evan Matthew Valeri is an investment adviser representative (IAR) with state registration records since 2023, appearing at 4 firms. Currently registered with W&S BROKERAGE SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| W&S BROKERAGE SERVICES, INC. | 2026-06-12 | present | Yes |
| LPL FINANCIAL LLC | 2025-05-15 | 2026-06-04 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2024-03-25 | 2025-05-15 | — |
| THRIVENT INVESTMENT MANAGEMENT INC. | 2023-10-09 | 2024-03-26 | — |