Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valentino? Claim Your ProfileValentino Valdez is a registered investment advisor representative with U.S. Bancorp Investments, Inc. Valentino has been in the financial services industry since 2012 and has experience with financial planning, portfolio management for individuals and businesses, as well as selection of other advisors. Valentino has worked with a wide range of clients, including individuals, corporations, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Valentino is registered in several states and has a Series 7TO, Series 63, Series 6 and Series 65 licenses. Valentino also has experience with J.P. Morgan Securities LLC, Chase Investment Services Corp. and SagePoint Financial, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
08/27/2018 - Present
U.s. Bancorp Investments, Inc. (Los Alamitos CA)
CA
10/01/2012 - 03/23/2018
J.P. MORGAN SECURITIES LLC (MANHATTAN BEACH CA)
CA
09/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TORRANCE CA)
CA
03/02/2012 - 06/21/2012
SAGEPOINT FINANCIAL, INC. (TORRANCE CA)
IA
Issued 08/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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