Unclaimed
Concetta Valenziano is a registered representative with Santander Securities LLC and has been in the securities industry since May 7, 2019. Concetta has a Series 63, Series 6TO, and SIE license. Concetta specializes in working with individuals and businesses to create and manage portfolios. Concetta is registered with the state of New York.
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.
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.
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2
NY
05/08/2019 - Present
Santander Securities LLC (Staten Island NY)
BC
Issued 05/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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