Christine Valente (CRD# 1058109) is an Investment Advisor Representative working at Latitude Advisors, LLC in Eastchester, NY and has over 39 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gwn Securities, Inc. | Palm Beach Gardens, FL | Mar 2018 - Current | 6 |
| Broker Dealer Change Transition Period | Eastchester, NY | Jan 2018 - Feb 2018 | < 1 |
| J.w. Cole Financial, Inc. | Tampa, FL | Mar 2016 - Dec 2017 | 1 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Mar 2016 - Dec 2017 | 1 |
| Nfp Securities Inc. | Elmsford, NY | Sep 2004 - Mar 2016 | 11 |
| Fusion Financial Group | Elmsford, NY | Aug 2004 - Mar 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1985 |
- NY
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Total Assets Under Management340MILLIONS
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Total Number of Accounts1,710ACCOUNTS
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Average Account Value$199,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV
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