Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Valenzuela is a financial advisor at LPL Financial LLC. John has been a financial advisor since 1981 and has over 42 years of experience in the industry. John has a strong track record of success in helping individuals and families achieve their financial goals. John is committed to providing personalized financial advice and investment strategies that are tailored to the unique needs of each client. John holds the Series 7, Series 24, and Series 63 licenses. John is also a registered investment advisor in California.
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
CA
01/01/2025 - Present
LPL Financial LLC (COSTA MESA CA)
CA
01/02/2009 - 07/11/2023
WEDBUSH SECURITIES INC. (COSTA MESA CA)
CA
05/28/1998 - 12/31/2008
FIRST WALL STREET CORP. (LONG BEACH CA)
NY
07/31/1993 - 06/03/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
03/09/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/16/1984 - 03/04/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
05/18/1981 - 04/13/1984
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 04/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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