William Edward Valenti

Current Employers

Employment History

• 10/2001 → Present
  Foresters Financial
  Beaverton, OR
• 01/2018 → Present
  Raymond James Financial Services, Inc.
  Lake Oswego, OR
• 02/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Lake Oswego, OR
• 01/2018 → Present
  Metis Wealth Advisory Group
  Lake Oswego, OR

Previous Registrations

• 2018-10-19 → 2019-07-06
  Metis Wealth Advisory Group
  Lake Oswego, OR
• 2015-01-21 → 2018-01-30
  Foresters Advisory Services, Llc
  Beaverton, OR

Other Businesses

(1)Name of Business: Metis Wealth Advisory Group Address: 4900 Meadows Rd, Suite 100, Lake Oswego, OR, 97035 Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related:No Start Date: 01/29/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RJFS Financial Advisor operating under DBA name of Metis Wealth Advisory Group (2)Name of Business: William E Valenti LLC Address: 4935 E Berneil Dr, Paradise Valley, AZ, 85253, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Renting housing unit for short term rental (3)Name of Business: William E Valenti Professional Corporation Address: 4900 Meadows Road, Lake Oswego, OR, 97035, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/26/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is how I have chosen to own my practice with how my tax filing is produced.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-22
• S63 Uniform Securities Agent State Law Examination
  2001-10-25

Other Names

• Bill Valenti