Joseph
Valerio
Northstar Financial Planners, Inc
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About this Advisor
Joseph Valerio is a financial advisor based in Fort Lauderdale, Florida, working with Northstar Financial Planners, Inc. Joseph has previously held positions at Fidelity Investments, Vivint, Palms Fish Camp, Marble Slab, Cracker Barrel, University Of North Florida, Bishop Kenny High School, The Vanguard Group, Inc, Merriman Wealth Management, and Northstar Financial Planners, Inc. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Joseph is part of Northstar Financial Planners, Inc, which operates out of Fort Lauderdale, Florida. The firm has 9 employees and manages assets totaling $273.1 million. Northstar Financial Planners, Inc serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Northstar Financial Planners, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northstar Financial Planners, Inc Brokerage Details
$273,053,616
9
966
$282,664
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Joseph Valerio Work History
Northstar Financial Planners, Inc
Merriman Wealth Management
The Vanguard Group, Inc
Fidelity Investments
Vivint
University Of North Florida
Palms Fish Camp
Marble Slab
Cracker Barrel
Bishop Kenny High School
Disclosures
Please visit the SEC profile of Joseph Valerio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northstar Financial Planners, Inc
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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