Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joao? Claim Your ProfileJoao M. Valente is a registered investment advisor representative with Cetera Investment Advisers LLC. Joao has been in the financial services industry since 1999. Joao has Series 7, Series 63, Series 55, and Series 65 licenses. Joao has previously worked at JPMorgan Securities LLC, AXA Advisors, LLC, and Morgan Stanley Smith Barney. Joao provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
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2
NY
07/27/2023 - Present
Cetera Investment Advisers LLC (WESTBURY NY)
NY
10/01/2012 - 09/16/2020
J.P. MORGAN SECURITIES LLC (NEW HYDE PARK NY)
NY
11/09/2015 - 11/18/2015
AXA ADVISORS, LLC (ASTORIA NY)
NY
02/17/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MINEOLA NY)
NY
09/14/2010 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (MELVILLE NY)
NY
05/12/2006 - 09/07/2010
E*TRADE SECURITIES LLC (GARDEN CITY NY)
NJ
02/16/2006 - 05/12/2006
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
06/22/2004 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NY
03/17/1999 - 03/18/2004
SCHONFELD SECURITIES, LLC (JERICHO NY)
IA
Issued 9/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/24/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 3/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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