Valor Advisors LLC
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About this Advisor
Claudia Teran is a financial advisor based in Miami, Florida with 5 years of industry experience. Teran is currently employed by Valor Advisors LLC. Teran has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Hsbc Private Bank (Usa) and Valor Advisors LLC. Teran has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Texas. Valor Advisors LLC is a financial advisory company operating out of Miami, FL. It oversees $3 billion in total assets among its 59 accounts, placing it among the largest firms in the nation by assets under management. Of its 59 customer accounts, 100% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically depend on which services are offered. However, fee types charged by Valor Advisors LLC can consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
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Valor Advisors LLC Brokerage Details
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Claudia Teran Work History
Claudia has been registered as a financial advisor for 5 years.*
Valor Advisors LLC
Hsbc Private Bank (Usa)
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Claudia Teran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valor Advisors LLC
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