Kenneth Michael Valentino
Investment adviser representative at World Equity Group, Inc.
22 yearsExperience
6 statesRegistered in
$1BFirm assets
27 yearsFirm in business
Are you Kenneth Michael Valentino? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Patriot Capital Services, Inc.Jun 2005 to now
- Patriot Capital Management, Inc.Mar 2004 to now
- World Equity Group, Inc.Feb 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, IL, KY, MN, SD).
World Equity Group, Inc.
$1BAssets managed
3,151Clients
52Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4484394
- Firm CRD
- 29087