Valeria
Silva
Bancwest Investment Services, Inc
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About this Advisor
Valeria Silva is a financial advisor who works out of St. Petersburg, Florida, who has 1 year of relevant experience. Silva is an advisor for Bancwest Investment Services, Inc. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Wells Fargo Clearing Services, LLC, Wells Fargo Bank Na, E*Trade Securities LLC, E*Trade Capital Management LLC, Raymond James & Associates, Inc, Lpl Financial LLC, Bank Of The West and Bancwest Investment Services, Inc. Silva has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Bancwest Investment Services, Inc is a registered investment business that has its headquarters in Omaha, NE. The firm has offices in 440 locations and a total of 369 people on staff. It oversees $2 billion in total assets among its 9,062 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to six charitable organizations. Of its 9,062 client accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fee schedules usually vary depending on which services are provided. However, fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bancwest Investment Services, Inc Brokerage Details
$2,024,253,748
369
9,062
$223,378
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Valeria Silva Work History
Valeria has been registered as a financial advisor for 1 years.*
Bank Of The West
Bancwest Investment Services, Inc
Lpl Financial LLC
Raymond James & Associates, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
E*Trade Securities LLC
E*Trade Capital Management LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
*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.
Disclosures
Please visit the SEC profile of Valeria Silva 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 Bancwest Investment Services, Inc (Bwis)
Tempe, AZ
Tempe, AZ
Fresno, CA
Rowland Heights, CA
Sacramento, CA
Stockton, CA
St. Petersburg, FL
Tempe, AZ
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