Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Christopher Valenti has over 20 years of experience in the financial services industry. William is a registered representative and investment advisor representative with Morgan Stanley in Fort Myers, FL. William has held previous positions at INVEST FINANCIAL CORPORATION, PFIC SECURITIES CORPORATION, FISERV INVESTOR SERVICES, INC., FIRST UNION SECURITIES, INC., and FIRST UNION BROKERAGE SERVICES, INC.. William has passed the Series 6, 7, 24, 51, 63, and 66 exams and holds licenses in 41 states. William specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, high net worth individuals, charitable organizations, investment companies, and insurance companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/02/2020 - Present
Morgan Stanley (Fort Myers FL)
FL
05/01/2007 - 06/25/2012
INVEST FINANCIAL CORPORATION (F. MYERS FL)
FL
08/17/2005 - 05/08/2007
PFIC SECURITIES CORPORATION (F. MYERS FL)
TX
05/23/2001 - 08/17/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MO
10/01/2000 - 05/23/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/13/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/06/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure William Valenti is the right advisor for you? Invested Better is here to help.
