Unclaimed
Dennis Valentino is a financial advisor with over 28 years of experience in the industry. Dennis is currently registered with Wells Fargo Advisors Financial Network, LLC and has previously been registered with other firms including Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Legg Mason Wood Walker, Incorporated and Alex. Brown & Sons Incorporated. Dennis has an extensive background in the financial services industry with a focus on portfolio management. Dennis is qualified to offer a variety of advisory services and is licensed to practice in 47 states across the U.S.
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.
Investment consulting services to institutional clients
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
DE
12/12/2014 - Present
Wells Fargo Advisors Financial Network, LLC (WILMINGTON DE)
DE
07/01/2003 - 12/12/2014
WELLS FARGO ADVISORS, LLC (GREENVILLE DE)
NY
01/03/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MD
05/03/1996 - 01/09/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
02/13/1995 - 07/08/1996
ALEX. BROWN & SONS INCORPORATED
IA
Issued 05/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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