Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorian? Claim Your ProfileDorian Valente is a financial professional with over 10 years of experience in the industry. Dorian is a registered representative with Bankers Life Advisory Services, Inc. and has worked at multiple branches of the firm. Dorian provides investment advisory and financial planning services for individuals and businesses. Dorian also holds Series 6 and 63 securities licenses. Dorian is registered in 12 states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Non-discretionary investment consulting services
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IL
07/26/2024 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IA
Issued 09/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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