Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Valentinas is a financial advisor at Advisory Research Inc., a firm with a focus on providing portfolio management services to individuals, investment companies and pooled investment vehicles. Michael has been a Registered Representative since August 2002 and has a long history of experience in the financial services industry. Michael has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
08/06/2020 - Present
Advisory Research Inc. (CHICAGO IL)
IL
08/27/2002 - 11/15/2016
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
BOTH
Issued 11/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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