Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier R. Valenzuela is a financial advisor at Cambridge Investment Research Advisors, Inc. Javier has been in the financial services industry since 2005. Javier is registered with FINRA and the state of California as a Registered Representative and Investment Advisor Representative. Javier has experience providing financial planning and investment management services to individuals, families, and businesses. Javier is dedicated to helping clients reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
03/05/2018 - Present
Cambridge Investment Research Advisors, Inc. (Alhambra CA)
CA
02/25/2014 - 03/06/2018
CENTAURUS FINANCIAL, INC. (ALHAMBRA CA)
CA
05/04/2009 - 03/28/2014
ONEAMERICA SECURITIES, INC. (SANTA ANA CA)
CA
07/22/2005 - 04/27/2009
AXA ADVISORS, LLC (LOS ANGELES CA)
IA
Issued 07/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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