Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Valenzuela is an active registered investment advisor with Equitable Advisors, LLC. John is a registered representative in New Jersey and New York and has been in the financial services industry since 2006. John is a licensed principal with Series 4, 24 and 53 licenses, he is also licensed with Series 6, 7 and 66. John has worked previously at NYLIFE SECURITIES LLC, and AXA ADVISORS, LLC. John's specializations include Retirement Planning, Estate Planning, College Savings, Insurance, and Financial Planning.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/18/2021 - Present
Equitable Advisors, LLC (NEW YORK NY)
NY
10/19/2007 - 10/01/2010
NYLIFE SECURITIES LLC (NEW YORK NY)
NJ
01/01/2006 - 07/27/2007
AXA ADVISORS, LLC (SECAUCUS NJ)
BOTH
Issued 07/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2011
Series 4 - Registered Options Principal Examination
BC
Issued 11/15/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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