Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Luis Valente is a financial advisor with Raymond James & Associates, Inc. Daniel has over 8 years of experience in the financial services industry. He is registered with the state of Florida and holds Series 6, 7, 63, and 66 licenses. Previously, Daniel worked at UBS Financial Services Inc., Morgan Stanley, and Chase Investment Services Corp. His current office is located in Boca Raton, FL.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/24/2020 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
05/11/2017 - 08/11/2020
MORGAN STANLEY (BOCA RATON FL)
NJ
07/15/2014 - 05/09/2017
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NJ
10/01/2012 - 05/08/2014
J.P. MORGAN SECURITIES LLC (ORADELL NJ)
NJ
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ORADELL NJ)
BOTH
Issued 10/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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