Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valentina? Claim Your ProfileValentina Solomita is a financial advisor who has been in the industry since 1991. Currently, Valentina is a registered representative of Vanderbilt Advisory Services, and is also a Registered Investment Advisor with American Centurion Financial LLC. Valentina is a Series 7, Series 63, and Series 65 licensed professional. She has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Valentina provides a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
12/23/2021 - Present
Vanderbilt Advisory Services (WOODBURY NY)
NY
02/23/2012 - 09/27/2013
ROYAL ALLIANCE ASSOCIATES, INC. (LOCUST VALLEY NY)
NY
08/23/2006 - 02/23/2012
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HUNTINGTON NY)
NY
06/18/2004 - 09/15/2006
RYAN BECK & CO. (UNIONDALE NY)
NJ
04/27/2001 - 07/06/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/24/1997 - 05/02/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 03/06/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
02/10/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/03/1991 - 02/14/1992
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 05/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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