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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Valenti is a financial advisor with Ameriprise Financial Services, LLC. Valenti has been in the industry since 2013, and holds the Series 66, Series 7 and SIE licenses. He is registered to offer investment advice in 11 states, including Florida, Maine, Maryland, Massachusetts, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, Utah and Virginia. Valenti provides financial planning, educational seminars and portfolio management for individuals and businesses. He also offers asset allocation services and selection of other advisers. Ameriprise Financial Services, LLC is a large, established financial services firm headquartered in Minneapolis, Minnesota. The firm provides investment advisory and brokerage services to a wide range of clients, including individuals, families, businesses, and institutions.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MA
10/22/2013 - Present
Ameriprise Financial Services, LLC (Agawam MA)
BOTH
Issued 12/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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