Financial Planning Unlimited
Financial Planning Unlimited (CRD# 119649) is a financial advisory firm headquartered in , . They manage $7,000,000 in 115 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts115ACCOUNTS
Average Account Value$60,870
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Patrick Valenty (CRD# 2561691) is an Investment Advisor Representative working at Financial Planning Unlimited in Las Vegas, NV and has over 21 years of experience in the finance industry. Patrick Valenty 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.