Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Valente is a registered representative with Morgan Stanley. Anthony has been in the financial services industry since 1986 and has been with Morgan Stanley since 2009. Anthony is licensed in 53 states and has passed the Series 6, 7, 26, 31, 63, and 65 exams. Anthony specializes in investment advice, asset allocation, financial planning, pension consulting, and educational seminars. Anthony also has other business interests, including Valente Motorsports LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
02/11/2014 - Present
Morgan Stanley (Shrewsbury NJ)
NJ
08/22/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHREWSBURY NJ)
CT
08/07/1986 - 08/21/2006
FIRST INVESTORS CORPORATION (STAMFORD CT)
IA
Issued 09/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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