Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Valdez is a financial professional with over 11 years of experience in the industry. Anthony has a proven track record of success in providing financial planning and investment management services to individuals, families, and businesses. Anthony is currently registered with Empower Advisory Group, LLC and previously held positions at LPL FINANCIAL LLC, J.P. MORGAN SECURITIES LLC, and EDWARD JONES.
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.
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
08/30/2023 - Present
Empower Advisory Group, LLC (Murrieta CA)
CA
08/03/2020 - 06/27/2023
LPL FINANCIAL LLC (TEMECULA CA)
CA
09/23/2013 - 08/24/2020
J.P. MORGAN SECURITIES LLC (TEMECULA CA)
CA
08/12/2011 - 01/29/2013
EDWARD JONES (HEMET CA)
BOTH
Issued 08/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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