Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valentina? Claim Your ProfileValentina Langmeyer is a financial advisor with RBC Capital Markets, LLC. Valentina has been in the financial services industry since 1987. She holds a Series 63, 66, 7, 9 and 10 licenses. Valentina has previously worked at CREDIT SUISSE SECURITIES (USA) LLC and UBS FINANCIAL SERVICES INC. Valentina works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Valentina specializes in providing financial planning, portfolio management, and investment advisory services.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
CO
06/01/2016 - Present
RBC Capital Markets, LLC (DENVER CO)
FL
10/09/2009 - 05/13/2016
CREDIT SUISSE SECURITIES (USA) LLC (WEST PALM BEACH FL)
FL
12/07/1994 - 10/14/2009
UBS FINANCIAL SERVICES INC. (PALM BEACH FL)
MO
02/08/1990 - 11/14/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CT
05/01/1989 - 02/12/1990
ADVEST, INC. (HARTFORD CT)
NY
11/23/1988 - 05/23/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NY
04/29/1987 - 11/02/1988
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 07/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities 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 PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Valentina Langmeyer is the right advisor for you? Invested Better is here to help.
