Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nick? Claim Your ProfileNick Valenti is a financial advisor with over 40 years of experience in the industry. Nick is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Nick is currently registered with Osaic Wealth, Inc. in Florida, Illinois, Kansas, Michigan, North Carolina, Ohio, Texas and Wisconsin. Nick has been a Registered Representative since 1982. Nick has previously worked at Signator Investors, Inc., WS Griffith Securities, Inc., Comerica Securities, and The Prudential Insurance Company of America. Nick offers a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Nick's practice is focused on high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Nick is committed to providing clients with personalized financial advice and guidance.
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.
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
MI
08/02/2023 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
05/28/2004 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
CT
03/07/1997 - 06/03/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MI
10/17/1994 - 08/12/1996
COMERICA SECURITIES (DETROIT MI)
NJ
02/21/1982 - 10/21/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/20/1982 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/03/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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