Unclaimed
Andrew Jianette is a financial advisor with Valley Financial Management, Inc. Andrew has been in the financial industry for several years. Andrew has a Series 7TO, Series 66 and SIE license, and is registered in the state of New York. Andrew is currently employed by Valley Financial Management, Inc. and is also registered with FINRA. Andrew is based in New York, NY.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/20/2024 - Present
Valley Financial Management, Inc. (New York NY)
HI
06/28/2021 - 04/19/2022
MADISON AVENUE SECURITIES, LLC (Honolulu HI)
BOTH
Issued 08/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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