Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Valentino is a financial professional with over 15 years of experience in the industry. Stephen Valentino currently works at Rockefeller Financial LLC where Stephen Valentino has been registered since August 2022. Stephen Valentino has held previous roles at Deutsche Bank Securities Inc., Barclays Capital Inc. and Lehman Brothers Inc.. Stephen Valentino holds Series 63, Series 24, Series 79TO, SIE, and Series 7 licenses. Stephen Valentino is currently registered in 53 states and Washington D.C. Stephen Valentino is a registered representative of Rockefeller Financial LLC and is licensed in 53 states and Washington D.C.. Stephen Valentino offers financial planning, pension consulting, and selection of other advisors services.
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.
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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NY
08/10/2022 - Present
Rockefeller Financial LLC (New York NY)
NY
05/11/2009 - 08/22/2022
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/22/2008 - 05/13/2009
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
02/09/2007 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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