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Nicholas Charles Valenti

Osaic Wealth, Inc.

San Antonio, TX

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-01-10
TX RA APPROVED 2018-11-02
  • NC RA
    APPROVED
    Since 2024-01-10
  • TX RA
    APPROVED
    Since 2018-11-02

Branch Locations

3522 Paesanos Parkway Suite 100, San Antonio, TX 78231 • 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
Signator Investors Inc San Antonio TX 06/2009 11/2018
Osaic Wealth, Inc. San Antonio TX 11/2018 Present
  • 06/2009 → 11/2018
    Signator Investors Inc
    San Antonio, TX
  • 11/2018 → Present
    San Antonio, TX
Previous Registrations
  • 2014-01-14 → 2018-11-02
    Signator Investors, Inc.
    Southfield, MI
    San Antonio, TX
Other Businesses

1. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC - SECURITIES POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2011 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: sales/marketing of securities, Investment Advisory and insurance products. 2. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC - FIXED INSURANCE POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2011 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: Sales/Marketing of Fixed annuities and non-variable Insurance 3. MICHIGAN FINANCIAL COMPANIES POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 11/01/2009 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: I am advisor. I help Nick Valenti with new business and client service support. Help with training new advisors on processes and systems.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-24
S63 Uniform Securities Agent State Law Examination 2009-07-23
  • S65 Uniform Investment Adviser Law Examination
    2013-10-24
  • S63 Uniform Securities Agent State Law Examination
    2009-07-23

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