Unclaimed
Micah Valentine is a financial advisor who has been in the industry since 2010. Micah is registered with LPL Financial LLC, and holds a Series 7, Series 66 and SIE licenses. Micah is also registered to offer investment advisory services in Alabama, Arkansas, Delaware, Florida, Georgia, Illinois, Indiana, Minnesota, New Mexico, New York, North Carolina, South Carolina, Tennessee, and Texas. Micah has previous experience with Raymond James Financial Services, Inc. and Edward Jones. In addition to working as an advisor, Micah is the owner of VALENTINE PROPERTIES INC. Micah is committed to helping clients achieve their financial goals and providing them with personalized advice.
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
SC
10/04/2019 - Present
LPL Financial LLC (MAULDIN SC)
SC
08/22/2014 - 08/17/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENVILLE SC)
SC
01/18/2010 - 08/26/2014
EDWARD JONES (SIMPSONVILLE SC)
BOTH
Issued 03/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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