Unclaimed
Chagit Raskin is an Investment Advisor Representative associated with Valley Financial Management, Inc. and Valley Wealth Managers, Inc.. Chagit is also registered as an Investment Advisor Representative with the state of New Jersey and New York. Chagit Raskin has been in the industry since 2016, and has experience in a variety of financial services. Chagit is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
07/15/2021 - Present
Valley Financial Management, Inc. (New York NY)
BOTH
Issued 09/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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