Chris B. Valentine This is Me

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1. 1. Employee Benefits Movers and Shakers: Announcements of Promotions and New Personnel

   www.benefitslinks.com/moversan - [Cached]

   Published on: 9/27/2003   Last Visited: 5/3/2004

   Christopher B. Valentine, CMFC First Security Investments, Inc.

2. 2. Feature Story for July 2002: A Blurring of the Lines - Business Leader magazine

   www.businessleader.com/bl/jul0 - [Cached]

   Published on: 7/1/2002   Last Visited: 7/11/2006

   "Over the years, incremental changes in both the way services are delivered and products are priced has greatly changed the financial landscape," says Chris Valentine, a chartered mutual fund counselor and financial advisor with First Securities Investments, Inc. in Raleigh.
   
   The blending of available services from product specific providers, including banks offering mutual funds or brokerage firms offering banking products, further complicates the financial swimming pool, he adds.
   
   "Let's face it, as with any business, people are constantly looking for new revenue streams and ways to increase their profits," says Valentine.
   ...
   Banks who have been highly structured and ruled by regulation are becoming more market responsive and market driven, Valentine suggests.
   
   And, financial services have become big business to BB&T.
   ...
   "It can and you have to be careful," warns Valentine, who hosts a radio show called the Financial Power Hour on 620AM and 570AM every Monday at 4pm.
   ...
   Valentine, too, recommends that consumers understand how the provider handles information. Document control and sharing of information is crucial to the relationship. "With single consolidation, the institution has knowledge of your entire financial life, and all of your spending habits. Plus, they have history of deposit and investment accounts," he says.
   
   On the flip side, Valentine says, there are some clear benefits including:
   
   - Convenience and ease of access: In many ways, it's nice to deal with one entity. If all consumer loans, insurance, automobile financing, investments, mortgage services, and checking accounts are with one entity, statements will be consolidated and you have a better snapshot of where you stand financially. - Lower fees: If you do aggregate your financial business, most of the time you get lower interest and smaller fees. - Better customer service: "The provider, whether it's a bank or broker, wants high asset retention," says Valentine.
   ...
   Financial convergence is, by all means, here to stay and the industry is growing, Valentine says.
   ...
   Banks will continue to purchase other banks and brokerage houses will continue to consolidate and advocate full-service banking products, explains Valentine.
   
   "All in all, your financial life is interactive, don't just put your future on autopilot," summarizes Valentine.
   ...
   Chris Valentine, a chartered mutual fund counselor at First Securities Investments, Inc., 919.719-0400 x 24;

3. 3. Employee Benefit Movers and Shakers: Announcements of Promotions or New Personnel

   benefitslink.com/cgi/show_move - [Cached]

   Published on: 6/20/2001   Last Visited: 11/18/2004

   Christopher B. Valentine, CMFC First Security Investments, Inc.
   ...
   Christopher B. Valentine, CMFC First Security Investments, Inc.
   
   Chris has joined the Raleigh, NC branch of First Security Investments. He has been a registered representative for 4 years and concentrates his practice on retirement planning and employee benefit plans.