Elizabeth Ann Valenti

Current Employers

Employment History

• 05/2007 → 11/2018
  Signator Investors, Inc.
  Southfield, MI
• 08/2006 → Present
  Michigan Financial Companies/ John Hancock
  Southfield, MI
• 11/2018 → 08/2023
  Royal Alliance Associates, Inc.
  San Antonio, TX
• 08/2023 → Present
  Osaic Wealth Inc
  San Antonio, TX

Previous Registrations

• 2007-11-28 → 2018-11-02
  Signator Investors, Inc.
  San Antonio, TX
  Southfield, MI

Other Businesses

1. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC - FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/05/2018 ADDRESS: 3522 Paesanos Parkway, Ste. 100, San Antonio TX 78231, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 2. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC POSITION: Sr. Vice President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2010 ADDRESS: 3522 Paesanos Parkway, Ste. 100, San Antonio TX 78231, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 3. FINANCIAL PLANNING ASSOCIATION OF SAN ANTONIO & SOUTH TEXAS POSITION: Board Member NATURE: This is an association. I am a member of the Financial Planning Association and the local chapter, the Financial Planning Association of San Antonio & South Texas asked me to be on the Board starting in January 2026. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/05/2026 ADDRESS: P.O. Box 780292, San Antonio TX 78278, United States DESCRIPTION: I have been asked to be a Board Member of the Financial Planning Association of San Antonio & South Texas. We will have monthly Board meetings for 1 hour, followed by a happy hour monthly. I will be supporting the Financial Planning Association of San Antonio & South Texas' efforts to increase membership in the association. I plan to reach out to other field leaders in the community to increase awareness of our association so the other field leaders encourage their advisors and associates to become involved in the FPA and attend the local events. 4. MICHIGAN FINANCIAL COMPANIES POSITION: Sr. Vice President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/14/2006 ADDRESS: 28411 Northwestern Hwy., Ste. 1300, Southfield MI 48034-5544, United States DESCRIPTION: As Sr. Vice President, I am on the Michigan Financial Companies Leadership Team and have supervisory responsibility over financial advisors and administrative staff members in Texas.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-09