DV
Dorian A. Valente
BANKERS LIFE ADVISORY SERVICES
Clearwater, FL 33759
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CRD#: 6817346
DV
Professional summary
Dorian Alexandre Valente, who also goes by Dorian Valente, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Clearwater, Florida and BANKERS LIFE SECURITIES, INC. located in Clearwater, Florida.
Dorian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Dorian has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dorian Valente
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BANKERS LIFE & CASUALTY POSITION: Unit Sales Manager NATURE: Insurance sales management : Medicare , LTC, LI, Annuities INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 50 START DATE: 12/01/2014 DESCRIPTION: MANAGE A TEAM OF AGENTS, RESPONSIBLE FOR HIRING AND TRAINING OF AGENTS, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC. MESA CHAMBER OF COMMERCE POSITION: Ambassador NATURE: Existing to improve, promote, and advocate for businesses in Mesa, the Chamber offers a wide variety of programs and events throughout the year to ensure local success. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2020 ADDRESS: 165 N Centennial Way #208, Mesa AZ 85201, United States DESCRIPTION: I do pay a annual membership fee to be a member of the Chamber of Commerce as well as a leads group within it. I am also an Ambassador for the Chamber which is a volunteer position and has no compensations. My duties include welcoming new members and informing them of their benefits. I attend events such as Ribbon Cuttings and networking events. If I refer a new business to the Chamber, they give me a $15 credit on my account which can be used for the cost of attending an event. This credit cannot be redeemed for cash. DORIAN VALENTE POSITION: Owner NATURE: Parking Domains names.No activity is done with these names. They are being held for identity protection and nostalgic collection purposes. I have no intention of marketing, listing for sale or using these domains names.Thru the host (GoDaddy) broker agents are able to contact me in the event that someone is interested in purchasing the domain.Current Domains names owned:juliettevalente.comscavengerkits.comscavengerkit.comrxstar.netrxstar.uslilyvalente.compita.clubemergencyspecialists.comprimeprospects.comretirementspecialist.orgarianavondrak.commacrinavalente.comwellnesschampions.comstickers.socialavilots.commesawindshield.comweburge.comcriticsandreviews.comdorianvalente.com ? INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2009 ADDRESS: 4151 E Amarillo Dr, San Tan Valley AZ 85140, United States DESCRIPTION: No requirements or expectations other than simply owning the registration of certain domain names. SAFETY HARBOR CHAMBER OF COMMERCE POSITION: Member NATURE: Investing in our Local Economy.Improving the quality of life in our unique community.Ensuring the success of our members. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/22/2024 ADDRESS: 200 Main St, Safety Harbor FL 34695, United States DESCRIPTION: attending chamber meet & greets to get my name out in the community. PALM HARBOR CHAMBER OF COMMERCE POSITION: member NATURE: Investing in our Local Economy.Improving the quality of life in our unique community.Ensuring the success of our members. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2025 ADDRESS: 1151 Nebraska Ave, Palm Harbor FL 34683, United States DESCRIPTION: attending chamber meet & greets to get my name out in the community VALENTE PROPERTIES LLC POSITION: owner NATURE: Rental home in Arizona producing rental income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/24/2024 ADDRESS: 4151 E Amarillo Dr, San Tan Valley AZ 85140, United States DESCRIPTION: rental home in Arizona producing rental income
CRS (Client Relationship Summary) - RIA
Click below to view Dorian Alexandre Valente's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 17, 2019 - Present
BANKERS LIFE ADVISORY SERVICES, INC.
Office #1: 73 N Park Place Blvd Ste 101, Clearwater, FL 33759RIA
CRD#: 281285
Clearwater, FL
Current
September 11, 2017 - Present
BANKERS LIFE SECURITIES, INC.
Office #1: 73 Park Place Blvd, Clearwater, FL 33759BD
CRD#: 173962
Clearwater, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(11/16/2017)
IAR
Arizona(9/17/2019)
RR
California(12/2/2022)
RR
Colorado(11/16/2023)
RR
Florida(4/25/2024)
IAR
Florida(7/26/2024)
RR
Michigan(7/23/2020)
RR
Minnesota(8/15/2022)
RR
Nevada(11/21/2023)
RR
New Mexico(1/8/2024)
RR
North Carolina(10/11/2024)
RR
Ohio(5/7/2020)
RR
Tennessee(5/3/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BANKERS LIFE ADVISORY SERVICES, INC.
BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285 / SEC#: 801-106953
RIA
Registered Investment Advisory firm - (11/18/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 E. Wacker Drive 5th Fl, Chicago, IL 60601
Mailing Address
Phone number
(844) 553-9083
Established
Firm type
Fiscal year end
# of Employees
384
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,938 |
| AUM (Assets Under Management) | $ 1,943,847,697 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BANKERS LIFE ADVISORY SERVICES, INC.
CRD#: 281285Clearwater, FL 33759TRUST BUT VERIFY
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