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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Valeri is an investment advisor representative at Truist Advisory Services, Inc. Stephen has over 30 years of experience in the financial services industry. Stephen has been registered with the SEC since 1993 and is currently registered in 23 states. Stephen specializes in working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Stephen offers a variety of investment advisory services, including financial planning, portfolio management, and wrap fee products. Stephen is also a published author and has written numerous articles and white papers on investment-related topics.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
05/02/2024 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
02/13/2013 - 08/17/2016
RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)
FL
10/31/2008 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (TAMPA FL)
FL
05/05/2003 - 11/04/2008
WACHOVIA SECURITIES, LLC (TAMPA FL)
NY
05/26/1993 - 04/28/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/22/1989 - 06/01/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
11/21/1986 - 10/11/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 03/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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