Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Valenta is an investment advisor representative with Concurrent Investment Advisors, LLC. Michael has been in the industry since 1989. Michael is registered with the following states: Alaska, Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Indiana, Iowa, Kansas, Maine, Minnesota, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, South Carolina, South Dakota, Texas, Utah, Virginia, and Wyoming. Michael is also registered with FINRA. Michael has a Series 6, Series 7, Series 63, and Series 65 licenses. Michael has a specialization in insurance and financial planning. Michael also has an investment in Four Walls Whiskey Company, a business specializing in premium whiskey production and distribution.
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.
Helps you choose top advisors aligned with your financial goals.
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
CO
01/21/2025 - Present
Concurrent Investment Advisors, LLC (WESTMINSTER CO)
CO
06/24/2002 - 07/09/2008
RMIN SECURITIES, INC. (DENVER CO)
NE
09/29/1999 - 07/02/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
05/07/1997 - 10/08/1999
WMA SECURITIES, INC. (DULUTH GA)
NY
08/01/1991 - 05/08/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
03/21/1991 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
FL
03/21/1990 - 10/10/1990
FARWEST SECURITIES, INC. (TAMPA FL)
NA
06/23/1987 - 06/22/1988
FINANCIAL PROGRAMS, INC.
NA
07/05/1985 - 02/13/1986
FIRST INVESTORS CORPORATION
IA
Issued 08/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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