Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Vincent Valenti is an experienced financial advisor with over 12 years in the industry. Scott currently works at Stirlingshire Investments and holds licenses to provide investment advice in Florida and New York. Prior to joining Stirlingshire Investments, Scott worked at Northwestern Mutual Investment Services, LLC. Scott's focus is on providing financial planning and portfolio management services to individuals. Scott offers personalized solutions to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/12/2024 - Present
Stirlingshire Investments (NEW YORK NY)
FL
07/20/2023 - 11/02/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AVENTURA FL)
AZ
08/07/2012 - 06/03/2014
INVESTORS CAPITAL CORP. (PHOENIX AZ)
AZ
08/31/2010 - 08/06/2012
CHASE INVESTMENT SERVICES CORP. (SURPRISE AZ)
TX
12/10/2007 - 10/29/2009
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
06/05/2007 - 10/15/2007
NYLIFE SECURITIES LLC (SAN ANTONIO TX)
TX
05/05/2006 - 05/11/2007
INVESTORS CAPITAL CORP. (SAN ANTONIO TX)
NY
06/16/2000 - 04/24/2001
PRESTON LANGLEY ASSET MANAGEMENT, INC. (NEW YORK NY)
NY
01/10/2000 - 05/22/2000
MASON HILL & CO., INC. (NEW YORK NY)
NY
03/08/1999 - 01/24/2000
COLEMAN & COMPANY SECURITIES, INC. (NEW YORK NY)
NA
02/03/1999 - 02/25/1999
COLEMAN & COMPANY SECURITIES, INC.
FL
06/30/1998 - 02/09/1999
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
FL
08/14/1997 - 07/01/1998
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NJ
04/03/1996 - 07/10/1997
WILLIAM SCOTT & CO. L.L.C. (UNION NJ)
BOTH
Issued 04/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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