Elizabeth ValentiCRD Number: 5346551
Current Firm: Signator Investors, Inc.
Elizabeth Valenti (CRD# 5346551) is an Investment Advisor Representative working at Signator Investors, Inc. in San Antonio, TX and has over 10 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Signator Investors, Inc.||Southfield, MI||May 2007 - Current||10|
|Michigan Financial Companies/ John Hancock||Southfield, MI||Aug 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV