Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Ivins Valentino is a financial advisor with Sageview Advisory Group, LLC. Charlotte is a Certified Financial Planner and has been in the financial services industry since 2011. Charlotte specializes in financial planning, asset management, and portfolio management for individuals and businesses. Charlotte is registered with the state of Tennessee and is also licensed in other states. Sageview Advisory Group is a registered investment adviser with the Securities and Exchange Commission (SEC). The firm provides a variety of financial services, including investment advisory services, financial planning, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/12/2023 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
BC
Issued 09/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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