Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Valencia is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with J. W. Cole Advisors, Inc. and offers a variety of services including financial planning, portfolio management for individuals and businesses, and educational seminars. Michael has also been a registered representative with other firms including Cambridge Investment Research, Inc., SII Investments, Inc., and Geneos Wealth Management, Inc. Michael holds Series 63, 65, and 7 licenses as well as the SIE exam.
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.
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.
Hourly & fixed rate consulting
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.
1
2
MD
07/11/2017 - Present
J. W. Cole Advisors, Inc. (BALTIMORE MD)
MD
03/06/2013 - 07/26/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (BALTIMORE MD)
MD
05/22/2007 - 03/06/2013
SII INVESTMENTS, INC. (BALTIMORE MD)
MD
07/01/2004 - 05/25/2007
GENEOS WEALTH MANAGEMENT, INC. (BALTIMORE MD)
CO
02/23/1999 - 07/13/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MD
07/09/1991 - 03/07/1997
TLS FINANCIAL SERVICES, INC. (TOWSON MD)
NA
10/29/1990 - 04/01/1991
J. W. GANT & ASSOCIATES, INC.
IA
Issued 03/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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