Unclaimed Profile

Rebecca Merlynn Valdez

PARTNERVEST ADVISORY SERVICES LLC·SANTA BARBARA, California

Series 65Clean record16 years registeredPARTNERVEST ADVISORY SERVICES LLC

360 S. HOPE AVENUE, SANTA BARBARA, CA 93105CRD# 5425353Firm CRD# 113621

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Merlynn Valdez · SANTA BARBARA, CA

Registration

CRD #5425353 · PARTNERVEST ADVISORY SERVICES LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARTNERVEST ADVISORY SERVICES LLC

CHANGEPATH, LLC

Oct 2020 – Nov 2021

Santa Barbara, CA

PARTNERVEST ADVISORY SERVICES LLC

Feb 2010 – Jun 2021

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 17, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARTNERVEST ADVISORY SERVICES LLC

CRD 113621 · SEC 801-62795

AUM

$135K

Regulatory assets under management

Employees

8 client accounts

Services offered by PARTNERVEST ADVISORY SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PARTNERVEST ADVISORY SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Rebecca Merlynn Valdez offer?

Rebecca Merlynn Valdez specializes in Investment Management.

What are Rebecca Merlynn Valdez's credentials?

Rebecca Merlynn Valdez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Merlynn Valdez located?

Rebecca Merlynn Valdez is based in SANTA BARBARA, California, last registered with PARTNERVEST ADVISORY SERVICES LLC.

How does Rebecca Merlynn Valdez charge for services?

Rebecca Merlynn Valdez's firm is compensated through other: none. see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARTNERVEST ADVISORY SERVICES LLC?

PARTNERVEST ADVISORY SERVICES LLC has approximately 4 employees and manages $135K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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