Robert ValenteCRD Number: 867162
Current Firm: Rav Financial
Robert Valente (CRD# 867162) is an Investment Advisor Representative working at Rav Financial in Beachwood, OH and has over 29 years of experience in the finance industry. Robert Valente has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Rav Financial Services, LLC||Beachwood, OH||May 1982 - Current||35|
|Sigma Financial Corporation||Ann Arbor, MI||Dec 2008 - Mar 2009||< 1|
|Mutual Service Corporation||Independence, OH||Dec 1988 - Dec 2008||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
Total Assets Under Management301MILLIONS
Total Number of Accounts1,300ACCOUNTS
Average Account Value$231,380
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NH, OH
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