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Joanna Elise Valentini

NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.·WESTERLY, Rhode Island
Unclaimed Profile
9 GRANITE STREET, WESTERLY, RI 02891CRD# 6892433Firm CRD# 108868
01

About

Joanna Elise Valentini is a registered financial advisor based in WESTERLY, Rhode Island, affiliated with NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.
PROFESSIONAL PLANNING GROUP
AUM
$1.1B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at NEW ENGLAND PROFESSIONAL PLANNING GROUP INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6892433
Firm CRD# 108868
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joanna Elise Valentini offer?
Joanna Elise Valentini specializes in Financial Planning, Investment Management. Contact their office in WESTERLY, Rhode Island for a consultation.
What are Joanna Elise Valentini's credentials?
Joanna Elise Valentini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joanna Elise Valentini located?
Joanna Elise Valentini is based in WESTERLY, Rhode Island, working with NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.. Their office serves clients in the WESTERLY metropolitan area and surrounding communities.
How does Joanna Elise Valentini charge for services?
Joanna Elise Valentini's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.?
NEW ENGLAND PROFESSIONAL PLANNING GROUP INC. has approximately 17 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTERLY
William Gregory Smart — FENWAY PARTNERS, LLCWalter John Wiacek — FENWAY PARTNERS, LLCKathleen Anne Nealon — NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.Malcolm Alfred Makin — NEW ENGLAND PROFESSIONAL PLANNING GROUP INC.Peter David Lamm — FENWAY PARTNERS, LLC
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)NEWPORT (12)WARWICK (11)WEST WARWICK (9)
City Guides
PROVIDENCE GuideSMITHFIELD GuideNEWPORT GuideWARWICK GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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