Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred John Valencia is a registered representative with Park Avenue Securities LLC. Alfred John Valencia is licensed in California, Florida, Indiana, Maryland, Nevada, New Mexico, North Carolina, and Texas. Alfred John Valencia has been in the securities industry since August 2017. Alfred John Valencia has been registered with Park Avenue Securities LLC since July 2017. Alfred John Valencia's licenses include Series 66, SIE, and Series 7. Alfred John Valencia offers investment advisory services, financial planning, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
11/19/2020 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
BOTH
Issued 01/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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