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Christine Froman Valente

Latitude Advisors, LLC

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About Christine Froman Valente

Christine Valente is a financial advisor with Latitude Advisors, LLC based in Vero Beach, FL. Christine has been in the industry since 1983 and is registered with the state of New York. Christine has experience in both brokerage and advisory services. Christine also provides financial planning and consulting services for individuals and businesses. Christine is committed to helping clients reach their financial goals through a personalized approach.

Firm Information

Christine Valente is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Third party referral fees

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Christine Valente’s Registration & Firm History

NY

08/26/2021 - Present

Latitude Advisors, LLC (Eastchester NY)

NY

03/06/2018 - 08/23/2023

GWN SECURITIES INC. (EASTCHESTER NY)

NY

03/23/2016 - 12/31/2017

J.W. COLE FINANCIAL, INC. (Elmsford NY)

NY

09/17/2004 - 03/03/2016

NFP ADVISOR SERVICES, LLC (ELMSFORD NY)

NJ

08/22/1983 - 09/27/2004

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 02/08/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christine Froman Valente.
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