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Christine Valente

Advisor at Latitude Advisors, LLC

Updated today

Location

Eastchester, NY

Credentials

Series 63

Industry experience

42 years

About

Christine Valente is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 42 years of industry experience. Her prior work includes positions at GWN Securities, Inc., and J.W. Cole Advisors, Inc. She is also a licensed independent fixed insurance agent, providing insurance sales and consulting services. Latitude Advisors serves individual and business clients with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most new client relationships on a discretionary basis.

Client services

Based on Latitude Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Latitude Advisors, LLC

Debt management Cash flow / budgeting Retirement income strategy Business ownership considerations

Occupation focus

Based on Latitude Advisors, LLC

Founder/Business Owner Retired Executive

Demographic focus

Based on Latitude Advisors, LLC

Approaching retirement Mid-Career Professionals

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Fee options

Fixed

Fixed fees up to $10,000 for broad based financial planning services, possibly higher with notification

Percentage

$0 - $1,000,000: Up to 2.00% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00% $0 - $1,000,000: Up to 1.5% $1,000,001 - $5,000,000: Up to 1.25% $5,000,001+: Up to 1.00%

Commissions

Certain associated persons earn commissions as registered representatives and insurance agents; commissions are separate from advisory fees

Project-based

Up to $250/hour for specific financial planning services

Subscriptions

Negotiable retainer fees for ongoing financial planning and consulting services

Other

Fee-only: Fixed fees up to $10,000 for broad based financial planning services; hourly fees up to $250/hour for specific services; negotiable retainer fees for ongoing consulting

Location

Eastchester, NY

Most active in

New York

Work history

GWN SECURITIES, Inc.

2018 - Present (8 years)

Broker Dealer Change Transition Period

2018 - 2018 (1 year)

J.W. Cole Advisors, Inc.

2016 - 2017 (1 year)

J.W. Cole Financial, Inc.

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John B

Series 65

Naperville, IL

Bishop Financial Services LLC

John Bishop is a Series 65-credentialed advisor at Bishop Financial Services LLC in Naperville, IL, with four years of industry experience. He has been self-employed since 2008 and has served on the Tom Russell Charitable Foundation since 2001. Bishop Financial Services LLC is an independent advisory firm managing discretionary portfolios for individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses both fundamental and quantitative analysis, focusing primarily on equities, ETFs, and certain non-U.S. securities, and provides individualized Investment Policy Statements to guide asset allocation and ongoing monitoring.

Active portfolio management
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Gary R

CFP®, Series 66

Naperville, IL

GCR Financial Services, LLC

Gary Rychtanek is a CFP® with 28 years of industry experience and is the sole advisor at GCR Financial Services, LLC in Naperville, IL. He has worked with Chauner Securities, Inc. since 2003 and Clune & Associates since 1996. In addition to his advisory role, he provides fee-based tax preparation services as a CPA, focusing on corporate, individual, and partnership tax returns during the tax season. GCR Financial Services primarily serves individual clients and their associated trusts, small businesses, and retirement plans, offering comprehensive financial planning and investment supervisory services. The firm employs a non-discretionary investment approach with diversified portfolios and integrates tax, cash-flow, and estate considerations into its planning.

General retirement planning Cash flow / budgeting General tax planning
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Mohit A

Series 65

Plainfield, IL

Century Trace Investment Advisors LLC

Mohit Aggarwal is a financial advisor at Century Trace Investment Advisors LLC with four years of industry experience. He holds a Series 65 designation and has prior work experience with NTT Data and Infosys BPO Ltd. Century Trace Investment Advisors LLC provides personalized investment advisory and portfolio management services primarily to individuals and small businesses. The firm employs a long-term, buy-and-hold investment approach with diversified portfolios and offers both custom and model strategies, delivering services on a non-discretionary basis with client trade approval.

College savings (529s, UTMA, etc.) Self-Employed
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Robert H

Series 63, Series 65

Sandwich, IL

EBH Financial, Inc.

Robert Harbour is a financial advisor with EBH Financial, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at EBH Financial since 2010, with prior roles at LPL Financial and Infinity Financial Services Advisory. EBH Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm focuses on client-specific objectives and risk tolerance, using fundamental analysis and a preference for long-term investments, while maintaining a single custodian relationship with Charles Schwab.

Wealth management General estate planning guidance Retirement income strategy College savings (529s, UTMA, etc.)
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Alexander K

Series 65

Oswego, IL

ATK Financial Prosperity

Alexander Koynoff is a financial advisor at ATK Financial Prosperity with a Series 65 designation and three years of industry experience. He previously worked at Zurich North America, Northwestern University, and Northern Trust. ATK Financial Prosperity is an independent, single-advisor registered investment adviser serving individuals and high-net-worth clients with financial planning and discretionary portfolio management. The firm’s investment approach emphasizes Modern Portfolio Theory and primarily passive portfolios constructed with index mutual funds and ETFs, supplemented by fundamental, technical, cyclical, and charting analysis.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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John S

Series 63, Series 66

Naperville, IL

Stanton Group Wealth Partners, Inc.

John Stanton is the sole advisor at Stanton Group Wealth Partners, Inc. in Naperville, IL, holding Series 63 and Series 66 licenses with 21 years of industry experience. He previously spent 11 years at Seacrest Wealth Management, LLC. Stanton is also a licensed insurance agent specializing in life, long-term care, and fixed annuities. Stanton Group Wealth Partners, Inc. is a newly formed investment adviser providing wealth management, financial planning, and retirement-plan advice to high-net-worth individuals, trusts, estates, and businesses. The firm uses a combination of fundamental and technical analysis to construct tailored strategy portfolios and offers a range of planning services including pension consulting and 401(k) reviews.

Business exit / sale strategy General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Founder/Business Owner Executive
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