Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Valente is a financial advisor who has been in the industry since June 14, 1992. Fernando is currently registered with LPL Financial LLC in Stirling, NJ. Fernando has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Fernando has worked previously with WS Griffith Securities, Inc. and Home Life Insurance Company.
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.
Consulting and other non-discretionary advisory services
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
NJ
05/28/2004 - Present
LPL Financial LLC (STIRLING NJ)
CT
06/15/1992 - 05/25/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
06/23/1992 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 06/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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