Unclaimed
Regina Valentine is a licensed representative with J.P. Morgan Securities LLC. Regina has been in the industry since 2017. Regina specializes in working with high net worth individuals, corporations, and pension and profit sharing plans. Regina is registered to provide investment advisory services in the state of Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
11/07/2017 - Present
J.p. Morgan Securities LLC (Plano TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Regina Valentine is the right advisor for you? Invested Better is here to help.