Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael A. Valentino is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the industry since 1995. Michael is also registered as an investment advisor representative in New Jersey and Texas. Michael has a variety of product and industry examinations including the Series 3, 7, 10, 63, and 65, as well as the SIE. Michael previously held positions at Ticonderoga Securities LLC, Lek Securities Corporation, Royal Alliance Associates, Inc., and AllianceBernstein Investments, Inc. Michael's current firm specializes in portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
07/03/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Pennington NJ)
NY
01/04/2011 - 03/31/2011
TICONDEROGA SECURITIES LLC (NEW YORK NY)
NY
03/06/2009 - 01/03/2011
LEK SECURITIES CORPORATION (NEW CITY NY)
NJ
02/06/2009 - 03/04/2009
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
NY
05/10/1994 - 10/06/2008
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
IA
Issued 05/24/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/1998
Series 3 - National Commodity Futures Examination
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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