Mr. Listrom has a distinguished record in corporate and public finance spanning more than four decades. He founded Valdés & Moreno, Inc. in 1994 and in his management capacity oversees the entire firm with particular emphasis in the areas of underwriting, trading, risk management, compliance, and accounting. Mr. Listrom holds FINRA Series 4, 7, 24, 28, 53, 57, 79, and 99 registrations. Marco earned an MBA from the University of Missouri-Kansas City and a BS in accountancy from the University of Missouri-Columbia. Mr. Listrom is also primarily responsible for the marketing and sales efforts of the firm.
Mr. Cookson joined Valdés & Moreno, Inc. in 2006. He holds FINRA Series 7, 24, and 53 registrations. Brian earned an MBA from the University of Kansas and a Bachelor of Journalism from the University of Missouri-Columbia. Mr. Cookson is primarily responsible for retail trading and operations at the firm.
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Mr. Anderson has 24 years of institutional, fixed-income sales and trading experience. He joined the firm almost two years ago. Tom is from Pittsburgh and primarily covers accounts in the northeast, including second and third tier asset managers, bank trust departments, and wrap desks. Mr. Anderson has a BS in economics from the University of Pittsburgh and holds FINRA Series 7, 24, and 53 registrations.
Municipal Securities Representative
Mr. Jones has been with Valdés & Moreno, Inc. since 2008. Kelly works primarily with individual investors and assists Mr. Listrom in compliance. He holds FINRA Series 27, 52 and 62 registrations and a degree in management from Park University. Kelly is dedicated to educating and helping new and experienced investors alike. Kelly’s hallmark is providing the information necessary for customers to make informed investment decisions. He values building lasting relationships and seeing investors to their goals.