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Angela Marie Valentine

Unique Investment Advisors, LLC

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About Angela Marie Valentine

Angela Valentine is a registered Investment Advisor Representative with Unique Investment Advisors, LLC. Angela is licensed to provide investment advice in Arizona and California. Angela has been in the financial industry since August 2010. Angela is a member of the Sonoran Sky 1103 LLC. Angela is also an Insurance Agent for Unique Business Planning, LLC.

Firm Information

Angela Valentine is currently registered with Unique Investment Advisors, LLC. Unique Investment Advisors, LLC is a registered investment advisor with 1 licensed agent and 1 investment advisor representative. They offer pension consulting, educational seminars, and selection of other advisors. They do not provide financial planning or portfolio management services.

Not reported

Assets Under Management

143

Total Clients

1

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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.

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percentage of assets

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

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other

Referral & qualified plans fees

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Angela Valentine’s Registration & Firm History

AZ

10/09/2020 - Present

Unique Investment Advisors, LLC (PHOENIX AZ)

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Licenses & Designations

IA

Issued 09/30/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angela Marie Valentine.
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