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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kimball Valentine is an Investment Advisor Representative at Wasatch Advisors LP. Michael is registered with the state of Utah as an Investment Advisor Representative. Michael has been in the securities industry since September 2016. Michael has passed the Series 65 exam and is registered with the state of Utah as an Investment Advisor Representative. Michael specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Michael is a graduate of Amherst College.
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.
Provide model portfolio data to clients
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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UT
12/17/2018 - Present
Wasatch Advisors LP (Salt Lake City UT)
IA
Issued 12/16/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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