Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfonso? Claim Your ProfileAlfonso Valente is a financial advisor at Raymond James Financial Services Advisors, Inc., located in Plano, Texas. Alfonso has over 25 years of experience in the financial services industry, and has been registered with Raymond James Financial Services Advisors, Inc. since 2009. Alfonso has a wide range of experience in financial planning, portfolio management, and pension consulting. He has worked with a variety of clients, including individuals, families, businesses, and institutions. Alfonso is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He is dedicated to providing his clients with exceptional service and is committed to building long-term relationships.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Plano TX)
NJ
02/14/2001 - 01/31/2008
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
AZ
02/19/1998 - 01/16/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
CT
04/28/1995 - 12/16/1996
ZWEIG SECURITIES CORP. (HARTFORD CT)
NY
01/18/1993 - 02/03/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1994
Series 3 - National Commodity Futures Examination
BC
Issued 01/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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