Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Valentine is a Private Wealth Advisor and CEO of Valentine Wealth Advisors LLC and is a licensed insurance professional. Timothy is a Certified Financial Planner with over 13 years of experience in the financial services industry. Timothy has a strong background in financial planning, portfolio management, and insurance. Timothy is passionate about helping clients achieve their financial goals. Timothy is registered with the state of Ohio as an Investment Advisor Representative and holds the Series 66, Series 7, and SIE securities licenses. Timothy is currently employed with Oneseven, a firm that provides a full range of financial services including financial planning, portfolio management, and insurance. Timothy is dedicated to providing clients with personalized financial advice and exceptional customer service.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
04/24/2024 - Present
Oneseven (BEACHWOOD OH)
OH
04/12/2018 - 11/10/2023
AMERIPRISE FINANCIAL SERVICES, LLC (CANTON OH)
BOTH
Issued 08/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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