Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eva? Claim Your ProfileEva Valentine is an active investment advisor representative with Stirlingshire Investments and has been in the industry since 1994. She has experience working with individual clients and offering financial planning, educational seminars, and selecting other advisors to meet client needs. Eva Valentine is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 6, Series 24, and Series 63 license. Previously, Eva Valentine was registered with Pruco Securities, LLC, Ameriprise Financial Services, LLC, Summit Brokerage Services, INC, and J.P. Turner & Company, L.L.C.
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.
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2
MA
03/27/2024 - Present
Stirlingshire Investments (Brookline MA)
MA
03/29/2022 - 02/28/2024
PRUCO SECURITIES, LLC. (MARLBOROUGH MA)
MA
11/30/2018 - 10/12/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Wellesley MA)
MA
10/10/2015 - 12/04/2018
SUMMIT BROKERAGE SERVICES, INC. (Haverhill MA)
MA
12/01/2011 - 10/22/2015
J.P. TURNER & COMPANY, L.L.C. (Bradford MA)
MA
01/05/2010 - 12/01/2011
SECURITIES SERVICE NETWORK, INC. (HAVERHILL MA)
MA
04/14/2008 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (HAVERHILL MA)
MA
07/24/2003 - 04/17/2008
PORTFOLIO RESOURCES GROUP, INC. (HAVERHILL MA)
FL
06/25/1999 - 07/30/2003
INVESTACORP, INC. (MIAMI FL)
CT
08/26/1994 - 06/28/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
01/24/1994 - 08/30/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 03/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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