Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virginia? Claim Your ProfileVirginia Anne Valentino is an active broker and an inactive investment advisor representative. Virginia has been in the financial services industry since 1987. She is currently employed by Ameriprise Financial Services, LLC, where she started working on 6/17/2020. Virginia has previously worked for MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., TFS SECURITIES, INC., FAGENSON & CO., INC., THOMAS FLETCHER & COMPANY, INC., ING BARINGS LLC, THE GMS GROUP, LLC, NUTMEG SECURITIES, LTD., SHARPE CAPITAL, INC., ABACO INTERNATIONAL CORPORATION, INTERNATIONAL STRATEGY & INVESTMENT GROUP INC., YAMAICHI INTERNATIONAL (AMERICA) INC., LEHMAN BROTHERS INC., C.J. LAWRENCE, MORGAN GRENFELL INC., and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Virginia has passed the Series 7, Series 63, and SIE exams. Virginia is registered in Florida, Kentucky, New Jersey, New York, Pennsylvania, and South Carolina. Virginia specializes in asset allocation, financial planning, and portfolio management.
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.
Asset allocation services
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
NJ
06/17/2020 - Present
Ameriprise Financial Services, LLC (West Orange NJ)
NY
06/01/2009 - 04/25/2019
MORGAN STANLEY (NEW YORK NY)
NY
05/22/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
10/16/2006 - 03/25/2008
TFS SECURITIES, INC. (BAYONNE NJ)
NY
07/08/2002 - 08/04/2006
FAGENSON & CO., INC. (NEW YORK NY)
NY
11/07/2001 - 07/01/2002
THOMAS FLETCHER & COMPANY, INC. (NEW YORK NY)
NY
09/06/2000 - 03/06/2001
ING BARINGS LLC (NEW YORK NY)
NJ
04/30/1998 - 09/01/2000
THE GMS GROUP, LLC (EAST HANOVER NJ)
NY
06/04/1997 - 02/25/1998
NUTMEG SECURITIES, LTD. (NEW YORK NY)
NY
03/18/1996 - 10/15/1996
SHARPE CAPITAL, INC. (NEW YORK NY)
NY
05/11/1994 - 02/21/1996
ABACO INTERNATIONAL CORPORATION (NEW YORK NY)
NY
08/04/1992 - 04/05/1994
INTERNATIONAL STRATEGY & INVESTMENT GROUP INC. (NEW YORK NY)
NY
11/01/1991 - 05/07/1992
YAMAICHI INTERNATIONAL (AMERICA) INC. (NEW YORK NY)
NY
05/11/1990 - 10/30/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/15/1984 - 01/18/1990
C.J. LAWRENCE, MORGAN GRENFELL INC. (NEW YORK NY)
NA
06/22/1983 - 08/17/1984
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
BC
Issued 03/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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