Best Investors Account Sign in
Inactive

Valentina Maria Canonaco

Forum Financial Management, LP

Lombard, IL

Chicago, IL

Claim This Profile
Current Employers
Forum Financial Management, Lp

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-25
  • IL RA
    APPROVED
    Since 2026-08-25

Branch Locations

1900 South Highland Avenue Suite 100, Lombard, IL 60148 • United States

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Financal Specialists Llc Schaumburg IL 02/2024 08/2026
Apc Financial Group Mt. Prospect IL 07/2020 11/2025
St. Procopius School Chicago IL 09/2013 06/2019
Carol Von Linne Elementary Chicago IL 07/2019 06/2020
Callero Capital Wealth Management Mount Prospect IL 11/2025 04/2026
Cetera Investment Advisers Llc Schaumburg IL 11/2025 08/2026
Forum Financial Management, Lp Chicago IL 08/2026 Present
  • 02/2024 → 08/2026
    Cetera Financal Specialists Llc
    Schaumburg, IL
  • 07/2020 → 11/2025
    Apc Financial Group
    Mt. Prospect, IL
  • 09/2013 → 06/2019
    St. Procopius School
    Chicago, IL
  • 07/2019 → 06/2020
    Carol Von Linne Elementary
    Chicago, IL
  • 11/2025 → 04/2026
    Callero Capital Wealth Management
    Mount Prospect, IL
  • 11/2025 → 08/2026
    Schaumburg, IL
  • 08/2026 → Present
    Chicago, IL
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: 6018 N MELVINA AVE UNIT 2 CHICAGO, IL 60646; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 06/2026; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 13; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY; 3. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ; 4. NAME OF OTHER BUSINESS: Sole Proprietor; INVESTMENT RELATED: YES; ADDRESS: 6018 N MELVINA AVE UNIT 2 CHICAGO, IL 60646 NATURE OF BUSINESS: LICENSED INSURANCE PRODUCER OF LIFE AND VARIABLE CONTRACTS; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: LICENSED INSURACE PRODUCER; APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: LIFE INSURANCE AND VARIABLE CONTRACTS;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-11
S63 Uniform Securities Agent State Law Examination 2025-07-24
  • S65 Uniform Investment Adviser Law Examination
    2025-11-11
  • S63 Uniform Securities Agent State Law Examination
    2025-07-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lombard, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor