Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam David Valentine is a financial advisor based in Clayton, Missouri. William has over 35 years of experience in the financial services industry. He is currently registered with Morgan Stanley, where he has been employed since 2009. William previously worked for CITIGROUP GLOBAL MARKETS INC. from 1989 to 2009. William is a registered representative and investment advisor. He holds Series 7, 5, 31, and 63 licenses. William also holds a Series 65 license and is registered as an Investment Advisor Representative (IAR) in Missouri. William is an experienced financial professional who has dedicated his career to helping individuals and families achieve their financial goals. He provides a wide range of financial services, including financial planning, investment management, and retirement planning.
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
MO
06/01/2009 - Present
Morgan Stanley (Clayton MO)
MO
05/23/1989 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
NA
04/24/1985 - 06/19/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 04/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1985
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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