Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J Valentine lujan is a financial advisor who has been in the industry since January 7, 2020. Michael J Valentine lujan is currently registered with LPL Financial LLC and is located in San Diego, CA. Michael J Valentine lujan has a Series 63 license as well as Series 10, Series 9, Series 99TO, Series 7TO, and SIE. Michael J Valentine lujan previously worked at CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC..
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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CA
01/18/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
09/06/2022 - 01/16/2024
CHARLES SCHWAB & CO., INC. (San Diego CA)
CA
01/07/2020 - 12/16/2022
TD AMERITRADE, INC. (SAN DIEGO CA)
BC
Issued 01/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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