Unclaimed
Vittorio Valenti is a financial advisor with J.P. Morgan Securities LLC. Vittorio has been in the financial industry since May 23, 2011. Vittorio is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Vittorio is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (RR). Vittorio is licensed to sell securities in Florida and Texas.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
01/12/2023 - Present
J.p. Morgan Securities LLC (Miami FL)
FL
11/02/2018 - 07/19/2021
SANTANDER SECURITIES LLC (Miami FL)
FL
05/31/2016 - 08/17/2018
MORGAN STANLEY (MIAMI FL)
FL
12/09/2010 - 06/16/2016
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
BOTH
Issued 07/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2010
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 Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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 MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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