Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valentin? Claim Your ProfileValentin Bohorov is a financial professional with over a decade of experience in the financial services industry. Valentin currently works as a registered representative at Goldman Sachs & Co. LLC and previously worked at J.P. Morgan Securities LLC. Valentin holds a Series 3, 7, 79 and SIE licenses and is also a Series 30 principal. Valentin is registered in all 50 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands. Valentin specializes in providing a wide range of financial services including Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
1
2
TX
08/04/2021 - Present
Goldman Sachs & Co. LLC (Austin TX)
TX
03/23/2018 - 07/16/2021
J.P. MORGAN SECURITIES LLC (Austin TX)
NY
06/23/2014 - 11/08/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
09/06/2012 - 05/27/2014
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 01/02/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2022
Series 30 - NFA Branch Manager Examination
BC
Issued 04/15/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Valentin Bohorov is the right advisor for you? Invested Better is here to help.
