Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valentine? Claim Your ProfileValentine T Huang is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Valentine has been in the financial services industry for over 23 years and has experience working with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit sharing plans, and insurance companies. Prior to joining Merrill Lynch, Valentine worked at MORGAN STANLEY, WOODBURY FINANCIAL SERVICES, INC., HAITONG INTERNATIONAL SECURITIES (USA) INC., PRINCOR FINANCIAL SERVICES CORPORATION, BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC., ING BARINGS CORP., and ING BARINGS LLC. Valentine holds the Series 7, Series 63, and Series 65 licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
05/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALO ALTO CA)
CA
12/01/2017 - 05/23/2023
MORGAN STANLEY (Menlo Park CA)
CA
12/02/2015 - 12/01/2017
WOODBURY FINANCIAL SERVICES, INC. (BELMONT CA)
CA
12/19/2013 - 07/16/2015
HAITONG INTERNATIONAL SECURITIES (USA) INC. (SAN FRANCISCO CA)
CA
12/02/2013 - 12/18/2013
PRINCOR FINANCIAL SERVICES CORPORATION (SAN FRANCISCO CA)
CA
09/22/2008 - 02/26/2013
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
CA
02/20/2002 - 09/22/2008
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
NY
04/30/2001 - 02/28/2002
ING BARINGS CORP. (NEW YORK NY)
NY
11/08/1999 - 04/30/2001
ING BARINGS LLC (NEW YORK NY)
IA
Issued 08/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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