Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Valenti is a financial advisor with Charles Schwab & CO., Inc., located in Pittsford, New York. Brian has been in the financial services industry since 2008, and has experience working with a wide range of clients. Brian holds FINRA Series 7, 31, and 66 licenses, and has a Bachelor of Science in Finance from the University of Rochester.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
01/06/2020 - Present
Charles Schwab & CO., Inc. (Pittsford NY)
NY
09/07/2010 - 09/30/2011
APB FINANCIAL GROUP, LLC (NEW YORK NY)
NY
06/01/2009 - 09/14/2010
MORGAN STANLEY SMITH BARNEY (ROCHESTER NY)
NY
09/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ROCHESTER NY)
BOTH
Issued 03/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2008
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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