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Anthony Valentino

7 Years of Experience
Daniel Island, SC
BrokerSells Insurance

Anthony Valentino is a registered investment advisor, based in Daniel Island, SC, with 7 years of industry experience.

Location

115 Fairchild Street Suite 320, Daniel Island, SC, 29492

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony works as an advisor for Coastal Strategic Capital, also doing business as (DBA) Coastal Strategic Capital. He spends more than full-time hours per month in this role, which includes insurance activities.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
First Allied Securities, INC.Broker
November 2021 - September 2022 · 10 mos
Securian Financial Services, INC.
August 2018 - November 2021 · 3 yrs 3 mos
Securian Financial Services, INC.Broker
June 2018 - November 2021 · 3 yrs 5 mos
State Registrations10 states
COCTDEFLGANHNJSCTXWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Anthony Valentino - Financial Advisor | TrueAdvisor