Invested Better
Unclaimed

Unclaimed

Unclaimed

Gabriel Sergio Valente

CCO Capital, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gabriel? Claim Your Profile

About Gabriel Sergio Valente

Gabriel Sergio Valente is a financial professional registered with CCO Capital, LLC. Gabriel has a range of experience and is licensed in multiple states. Gabriel has passed several securities exams, including the Series 7, Series 22, and Series 63. Gabriel has a strong track record of success in the financial services industry.

Firm Information

Gabriel Valente is currently registered with CCO Capital, LLC. CCO Capital, LLC is a Limited Liability Company formed in February 2018. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gabriel Valente’s Registration & Firm History

AZ

05/16/2023 - Present

CCO Capital, LLC (PHOENIX AZ)

CA

06/16/2022 - 05/08/2023

WEALTHFORGE SECURITIES, LLC (Aliso Viejo CA)

CA

04/04/2022 - 06/15/2022

EMERSON EQUITY LLC (ALISO VIEJO CA)

Not sure if Gabriel Sergio Valente is right for you?

Licenses & Designations

BC

Issued 04/28/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/02/2022

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 03/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gabriel Sergio Valente. Review regulatory record here.
Not sure if Gabriel Sergio Valente is right for you?