Stephen Valentino
Associate Wealth Manager at Marshall & Sterling Wealth Advisors, Inc.
- Role
- Associate Wealth Manager at Marshall+Sterling
- Location
- Poughkeepsie, NY, US
- LinkedIn followers
- 500 followers
Experience
Associate Wealth Manager
Jan 2025 — Present · Poughkeepsie, NY, US
Series 7 - General Securities Representative ExaminationSeries 66 - Uniform Combined State Law ExaminationInsurance Agent for Life, Accident, and Health and Variable Life/Variable AnnuitiesInsurance Broker for Life, Accident, and Health and Variable Life/Variable AnnuitiesSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Investment advice offered through Marshall & Sterling Wealth Advisors, Inc, a registered investment advisor. Marshall & Sterling Wealth Advisors, Inc. is a separate entity from LPL Financial.Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
SUNY New Paltz
Bachelor's degree, Accounting and Finance
2011 — 2015
SUNY New Paltz
Master of Business Administration (M.B.A.), Public Accountancy
2015 — 2016
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