Joseph Valicenti, financial advisor Elmira NY

Joseph Valicenti

CRD Number: 2788600
Current Firm: Valicenti Advisory Services Inc.

Joseph Valicenti (CRD# 2788600) is an Investment Advisor Representative working at Valicenti Advisory Services Inc. in Elmira, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Valicenti Advisory Services Elmira, NY Dec 2008 - Current 15

Joseph Valicenti has no recent exams reported.
Contact Info for Joseph M. Valicenti
Phone Number: 607-734-2665
Firm Website: http://valicenti.com
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    660
    MILLIONS
  • Total Number of Accounts
    1,920
    ACCOUNTS
  • Average Account Value
    $343,971
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, FL, MA, MD, NC, NE, NH, NY, PA, SC, TX, VA

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