Claudia
Teran
Valor Advisors LLC
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About this Advisor
Claudia Teran is a financial advisor based in Miami, Florida, working with Valor Advisors LLC. Claudia has previously held positions at HSBC Private Bank (USA) and Valor Advisors LLC. Claudia has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Claudia is part of Valor Advisors LLC, which operates out of Miami, Florida. The firm has 16 employees and manages assets totaling $3.1 billion. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Valor Advisors LLC includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
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Fee Structure
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Valor Advisors LLC Brokerage Details
$3,143,177,706
16
64
$49,112,152
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Claudia Teran Work History
Valor Advisors LLC
Hsbc Private Bank (Usa)
Disclosures
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
Miami, FL
Miami, FL
Miami, FL
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