Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aldo? Claim Your ProfileAldo Valente is a financial advisor who has been in the industry since 1996. Aldo Valente is currently registered with Wells Fargo Advisors Financial Network, LLC. Previously, Aldo Valente was registered with Citigroup Global Markets Inc., Citicorp Investment Services, Knight Securities, L.P., Dean Witter Reynolds Inc., Goldis Financial Group, Inc., and Gaines, Berland Inc.. Aldo Valente specializes in providing financial planning, investment consulting services to institutional clients, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
07/30/2015 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
05/29/2007 - 01/27/2010
CITIGROUP GLOBAL MARKETS INC. (FARMINGDALE NY)
NY
11/01/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (FARMINGDALE NY)
NJ
03/07/2000 - 07/12/2001
KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)
NY
09/30/1997 - 03/06/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/27/1996 - 09/10/1997
GOLDIS FINANCIAL GROUP, INC. (GARDEN CITY NY)
NY
02/23/1996 - 03/13/1996
GAINES, BERLAND INC. (BETHPAGE NY)
IA
Issued 10/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/08/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 02/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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