Rosa ValentiCRD Number: 3040555
Current Firm: Courage Miller Partners, LLC
Rosa Valenti (CRD# 3040555) is an Investment Advisor Representative working at Courage Miller Partners, LLC in Norfolk, VA and has over 10 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Courage Miller Partners, LLC||Norfolk, VA||Aug 2008 - Current||9|
|Ubs Financial Services Inc.||Norfolk, VA||May 2005 - Aug 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Total Assets Under Management219MILLIONS
Total Number of Accounts748ACCOUNTS
Average Account Value$293,238
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services