Daniel Valverde
Assistant Vice President, Financial Advisor, Trust Investment Services Inc, Truist Wealth
- Role
- Assistant Vice President, Financial Advisor at Truist Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Daniel Valverde
Wells Fargo Advisors 1525 W WT Harris Blvd MAC Charlotte NC 28262 Please contact me by e-mail [D••••••••@wellsfargoadvisors.com] or by Phone [86••••••39 ext. I cannot respond to messages through LinkedIn. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of all 50 U.S. states, Washington D.C, Puerto Rico, and U.S. Virgin Islands.
Experience
Assistant Vice President, Financial Advisor
Apr 2025 — Present · Charlotte, NC, US
Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, INC, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Invesment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investments Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:
Education
University of Arkansas at Little Rock
Bachelor's Degree of Professional Studies
2004 — 2008
Benton High School
BA
2000 — 2004
Skills
- Photography
- Customer Service
- Event Planning
- Editing
- Commercial Photography
- Event Management
- Portrait Photography
- Social Media Marketing
- Information Design
- Non-Linear Editing
- Online Advertising
- Marketing
- Event Photography
- Fashion Photography
- Microsoft Office
- Retail Sales
- Social Media
- Wedding Photography
- Photoshop
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