Unclaimed
Kabir Valencia is a financial professional with over 20 years of experience in the industry. Kabir has a strong background in securities trading, having held positions at Hold Brothers Capital LLC and Hold Brothers On-Line Investment Services L.L.C. Kabir is a registered representative with FINRA and holds Series 7, Series 55, Series 57TO, Series 99TO and SIE licenses. Kabir has a demonstrated track record of success in providing clients with personalized financial advice and investment solutions.
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.
1
2
NY
04/23/2012 - Present
Hold Brothers Capital LLC (NEW YORK NY)
NY
04/30/2001 - 10/11/2012
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
BC
Issued 05/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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