Jorge Alberto Valdes is listed as Settlor at Financial Designs Wealth Management LLC in Miami, FL. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Financial Designs Wealth Management LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Jorge Alberto Valdes work?
Jorge Alberto Valdes is listed as Settlor at Financial Designs Wealth Management LLC on SEC Form ADV.
How much of Financial Designs Wealth Management LLC does Jorge Alberto Valdes own?
Form ADV reports a beneficial ownership band of Over 75%.