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Valdés & Moreno was founded in 1994 by Marco Listrom, a 35-year veteran of the securities industry. The firm’s goal is to bring retail investors as close to the natural seller as possible. In other words, we aim to eliminate middlemen that drive up the cost of securities for the average investor.
We do things differently by working in collaboration with our clients to achieve the best solution for each financial situation. It may be old-fashioned, but we believe the collaborative process begins with a face-to-face meeting. We look forward to meeting with you to learn more about your financial needs and explain the differences you’ll experience working with Valdés & Moreno.