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Celestino Francisco

Valley Financial Management, Inc.

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About Celestino Francisco

Celestino Francisco is a registered representative with Valley Financial Management, Inc. Celestino holds a Series 99TO and a SIE license, and has worked in the industry since September 29, 2023. Celestino's areas of specialization include financial planning, portfolio management for individuals, and retirement planning. Celestino works out of the New York, NY branch office of Valley Financial Management, Inc.

Firm Information

Celestino Francisco is currently registered with Valley Financial Management, Inc.. Valley Financial Management, Inc. is a corporation headquartered in NEW YORK, NY, United States. They offer portfolio management services to individuals and high-net-worth individuals. The firm has been registered with the SEC since 2000. Their website addresses are: https://www.linkedin.com/company/valleybank, https://twitter.com/ValleyBank, https://www.facebook.com/ValleyBank/, and https://valley.com/. They have 55 registered representatives and 28 investment adviser representatives. Valley Financial Management, Inc. is also a participant in wrap fee programs.
Valley Financial Management, Inc.

350 MADISON AVE.

NEW YORK, NY 10017

$55,000

Assets Under Management

Not reported

Total Clients

32

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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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.

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percentage of assets

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

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Celestino Francisco’s Registration & Firm History

NY

09/29/2023 - Present

Valley Financial Management, Inc. (New York NY)

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Licenses & Designations

BC

Issued 09/29/2023

Series 99TO - Operations Professional Examination

BC

Issued 03/30/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Celestino Francisco.
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