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Cesar Rene Valenzuela

Kestra Advisory Services, LLC

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About Cesar Rene Valenzuela

Cesar Valenzuela is a financial advisor registered with Kestra Advisory Services, LLC. Cesar has been in the industry for 10 years. Cesar is licensed to provide financial advice in Texas. Cesar is a Certified Financial Planner™ and holds the Series 7 and Series 63 securities licenses and the Series 65 investment advisor license. Cesar has previously worked at Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, and Girard Securities, Inc.

Firm Information

Cesar Valenzuela is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cesar Valenzuela’s Registration & Firm History

TX

05/25/2022 - Present

Kestra Advisory Services, LLC (AUSTIN TX)

TX

09/04/2020 - 06/03/2022

GOLDMAN SACHS & CO. LLC (Austin TX)

FL

10/25/2017 - 09/03/2020

CETERA ADVISOR NETWORKS LLC (BOCA RATON FL)

FL

08/01/2016 - 11/01/2017

GIRARD SECURITIES, INC. (BOCA RATON FL)

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Licenses & Designations

BC

Issued 11/22/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/23/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cesar Rene Valenzuela.
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