Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valentina? Claim Your ProfileValentina Amanda Peters is a financial advisor with UBS Financial Services Inc. Valentina has been in the financial services industry since August 2000 and has been with UBS since November 2015. Valentina holds the Series 7 and Series 63 licenses. Valentina is registered in 13 states. Prior to joining UBS, Valentina worked at CREDIT SUISSE SECURITIES (USA) LLC, LINSCO/PRIVATE LEDGER CORP., FIRST UNION SECURITIES, INC. and DB ALEX. BROWN LLC.
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.
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.
See schedule d - miscellaneous
1
2
MA
11/27/2015 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
07/06/2006 - 12/18/2015
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
MA
02/06/2002 - 06/29/2006
LINSCO/PRIVATE LEDGER CORP. (BOSTON MA)
MO
11/16/2000 - 02/12/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
MD
04/18/2000 - 07/13/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Valentina Peters is the right advisor for you? Invested Better is here to help.
