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Nicholas Valenti, CFP®, CLU®

Nicholas valenti, cfp®, clu®

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location of Nicholas Valenti, CFP®, CLU®Platinum Wealth Solutions of Texas, LLC
Phone number of Nicholas Valenti, CFP®, CLU®+91 xxxx xxxxx

  • Timeline

    May 2007 - Aug 2008

    Intern

    Michigan Financial Companies
    Aug 2009 - Oct 2011

    Financial Advisor/Registered Representative

    Michigan Financial Companies
    Current Company
    Oct 2011 - now

    Investment Advisor Representative

    Platinum Wealth Solutions of Texas, LLC

  • About me

    Investment Advisor Representative at Platinum Wealth Solutions of Texas

  • Education

    • Albion college

      2005 - 2009
      Bachelors communications and business management

      Activities and Societies: Delta Sigma Phi Fraternity

  • Experience

    • Michigan financial companies

      May 2007 - Aug 2008
      Intern

      Internship

    • Michigan financial companies

      Aug 2009 - Oct 2011
      Financial advisor/registered representative

      Based in my home state, I began my career with Michigan Financial Companies.

    • Platinum wealth solutions of texas, llc

      Oct 2011 - now
      Investment advisor representative

      As a financial professional, I work with individuals, families and business owners prepare for the road ahead. I treat everyone's situation as unique and provide recommendations for asset allocation, funding for education, retirement, life insurance and long term care insurance.

  • Licenses & Certifications

    • Certified financial planner(r) certificant

      Cfp board

    • Chartered life underwriter ®

      The american college of financial services
      Jun 2017