Oscar
Vallera
Packerland Brokerage Services, Inc
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About this Advisor
Oscar Vallera is a financial advisor operating out of Green Bay, Wisconsin who has 3 years of relevant experience. Vallera is currently employed by Packerland Brokerage Services, Inc. The advisor has gained experience at Packerland Brokerage Services, Pruco Securities, LLC, Packerland Brokerage Services, Inc and The Prudential Insurance Company Of America. Vallera maintains a Series 63 license, designating them as a securities agent, and is registered to operate in Wisconsin. Packerland Brokerage Services, Inc is a firm that has its headquarters in Green Bay, WI. The company has offices in 133 locations and a total of 273 financial advisors. It oversees $930 million in assets between its 7,065 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 7,065 customer accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Packerland Brokerage Services, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees are based on the services. However, fees charged by Packerland Brokerage Services, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Packerland Brokerage Services, Inc Brokerage Details
$929,959,984
273
7,065
$131,629
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Oscar Vallera Work History
Oscar has been registered as a financial advisor for 3 years.*
Packerland Brokerage Services
Pruco Securities, LLC
The Prudential Insurance Company Of America
Packerland Brokerage Services, 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.
Disclosures
Please visit the SEC profile of Oscar Vallera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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