Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valentina? Claim Your ProfileValentina Everhart is an investment advisor representative with Raymond James Financial Services Advisors, Inc. in SAINT PETERSBURG, FL. Valentina is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Valentina has been in the securities industry since August 15, 2007. Valentina Everhart also provides financial planning and investment management services to individuals, businesses, and corporations. She is a licensed investment advisor representative in Florida, Texas, and 51 other states. Valentina Everhart has been registered with the Securities and Exchange Commission (SEC) since March 6, 2009, and is a registered investment advisor in Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/24/2016 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
BOTH
Issued 08/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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