Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jaime Valencia is a registered representative with LPL Financial LLC and has been in the industry since December 2019. John Jaime Valencia is also a registered investment advisor representative with LPL Financial LLC. John Jaime Valencia is licensed in Alabama, Florida, and New York. John Jaime Valencia is a former employee of Edward Jones, a well-known financial services firm. John Jaime Valencia is currently registered with LPL Financial LLC and has been with them since January 2024. John Jaime Valencia has been with LPL Financial LLC for a short time, but has a strong history of working in the financial services industry. John Jaime Valencia offers a variety of services to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
01/01/2025 - Present
LPL Financial LLC (LARGO FL)
FL
12/03/2019 - 01/23/2024
EDWARD JONES (Bradenton FL)
BOTH
Issued 05/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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