Unclaimed
Joshua Valenzuela is a financial professional with Fidelity Brokerage Services LLC. Joshua has been in the industry since August 11, 2021. Joshua has Series 7TO, Series 63, Series 9, Series 10 and SIE licenses. Joshua is registered in 53 states.
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.
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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2
TX
08/12/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 08/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/30/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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