linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Stoddard Valentine

Vanguard Marketing Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Stoddard Valentine

Andrew Stoddard Valentine is a financial advisor with Vanguard Marketing Corp. Andrew is a registered investment advisor (IA) and holds both Series 6 and Series 7 licenses as well as a Series 66 license for the Uniform Combined State Law Examination. Andrew has been in the financial industry since 2010. Andrew has prior experience with AXA Advisors, LLC and PRUCO Securities, LLC.

Firm Information

Andrew Valentine is currently registered with Vanguard Marketing Corp.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Marketing Corp.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Valentine’s Registration & Firm History

PA

11/01/2012 - Present

Vanguard Marketing Corp. (MALVERN PA)

PA

10/11/2011 - 04/13/2012

AXA ADVISORS, LLC (BALA CYNWYD PA)

PA

04/26/2010 - 09/30/2011

PRUCO SECURITIES, LLC. (CHALFONT PA)

Not sure if Andrew Stoddard Valentine is right for you?

Licenses & Designations

BOTH

Issued 01/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/13/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/24/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew Stoddard Valentine.
Not sure if Andrew Stoddard Valentine is right for you?