Madeline ValenteCRD Number: 5497525
Current Firm: Bluesky Wealth Advisors, LLC
Madeline Valente (CRD# 5497525) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in Pleasanton, CA and has over 10 years of experience in the finance industry. Madeline 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.
Altos Investments, Inc.
Meyers Wealth Management
Fairway Asset Management, Inc.
|Bluesky Wealth Advisors, LLC||Pleasanton, CA||Sep 2013 - Current||3|
|Pleasanton Financial Advisors||Pleasanton, CA||Jan 2008 - Sep 2013||5|
|Homemaker||Livermore, CA||Jan 2007 - Dec 2007||< 1|
|Pleasanton Financial Advisors||Pleasanton, CA||Oct 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2006|
Total Assets Under Management361MILLIONS
Total Number of Accounts1,274ACCOUNTS
Average Account Value$283,098
- 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
CA, FL, GA, IL, LA, NC, TX, VA