Last Updated: January 2026 — San Antonio, TX
Here’s what you need to know about San Antonio, TX stockbroker Elizabeth Ann Valenti:
- Name: Elizabeth Ann Valenti
- Current Employer: Osaic Wealth, Inc.
- Prior Firms:
- Signator Investors, Inc. (2007–2018)
- Other Business Affiliations:
- Platinum Wealth Solutions of Texas, LLC — Fixed insurance sales
- CRD Number: 5346551
- Stockbroker / Financial Advisor: Yes
- Can Broker be Sued in FINRA: Yes
- Current Customer Dispute Seeks Total Damages of: Specific damage amount not yet specified.
If you’ve sustained damages from Ms. Valenti, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Elizabeth Valenti as Your Stockbroker?
In November 2025, a customer of Osaic Wealth, Inc. filed a complaint alleging unauthorized trading of an equity position and misrepresentation of a variable universal life insurance policy. A specific damage amount has not yet been specified.
Other Cases Involving Unauthorized Trading
Allegations of Broker Misconduct Against Elizabeth Ann Valenti
- Unauthorized Trading
Trading without prior customer authorization may violate FINRA Rule 3260 - Misrepresentation
- Breach of Fiduciary Duty / Best-Interest Obligations
Recommendations inconsistent with a customer’s objectives or risk tolerance may raise concerns under FINRA Rule 2111 (Suitability) and SEC Regulation Best Interest (Reg BI).
Recover Your Investment Losses Now With Rex Securities Law
Investigations of other Osaic Wealth brokers
If you have suffered investment losses in an account handled by Elizabeth Ann Valenti, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis, meaning that you do not pay legal fees unless we are successful.