Unclaimed
Christopher Valentine has been in the financial industry since October 1993. He has a broad range of experience, having worked for several firms before joining J.P. Morgan Securities LLC in 2012. Christopher is registered with FINRA and holds Series 7, 24, 63 and 65 licenses. Christopher provides portfolio management for businesses and individuals and offers financial planning and pension consulting services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/09/2015 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
09/19/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
11/14/1997 - 02/18/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
02/27/1996 - 11/20/1997
NICHOLS, SAFINA, LERNER & CO. INC. (NEW YORK NY)
NY
09/22/1995 - 03/22/1996
FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)
NY
11/07/1994 - 09/20/1995
NICHOLS, SAFINA, LERNER & CO. INC. (NEW YORK NY)
NY
07/27/1993 - 10/31/1994
GKN SECURITIES CORP. (NEW YORK NY)
NY
03/02/1993 - 07/22/1993
WHALE SECURITIES CO., L.P. (NEW YORK NY)
IA
Issued 01/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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