Joan Marie Valenti

Current Employers

Employment History

• 08/1994 → Present
  Lpl Finanial, Llc
  Farmington, CT

Other Businesses

1. 5/30/2007: Northwest Community Bank - Not Investment Related - Non-Profit Board Member - Time Spent 5% - Advisory Board. 2. 11/12/2010: Valenti Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 6/29/2011: Valenti Wealth Management, LLC - Investment Related - Real Estate Rental - Time Spent 1% - OWNER. RECIEVE RENTAL INCOME & REIMBURSEMENT EXPESNSES. 4. 5/6/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/29/2016 - 1 Hours Per Month During Securities Trading - Sell fixed insurance to individuals and groups --life, health, LTC, annuities to clients outside of LPL. Receive commissions and renewal commissions. 5. 10/31/2019 - Connecticut Mutual Holding Co - Not investment related - Connecticut Mutual Holding Company 294 West Street PO Box 997 Litchfield>CT 06759-0997 - For-Profit Board Member - start date:07/07/2010 - 1 hr/mo - 0 hrs during trading. 6. 01/10/2024 - Valenti Wealth Management Powered by LPL Financial - Inv Related - At Reported Business Location(s) - Other - Employee Model Brand Name - Started: 12/16/2022 - 160 hrs/Mo; 100 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-26
• S63 Uniform Securities Agent State Law Examination
  1984-06-01

Designations

Other Names

• Joan M Valenti
• Joan Rand Valenti
• Joan Marie Rand
• Joan Marie Kuhn