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Patricio Ricardo Valenzuela

Epic Capital Securities

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About Patricio Ricardo Valenzuela

Patricio Valenzuela is a registered representative of Epic Capital Securities in Boca Raton, FL. Patricio has been in the industry since 2013. Previously, Patricio Valenzuela was employed by Standard New York Securities, Inc. in New York, NY. Patricio's current registration began on 12/8/2015.

Firm Information

Patricio Valenzuela is currently registered with Epic Capital Securities. Epic Capital Securities is a Corporation registered with the SEC and in 18 states. The firm was formed on November 29, 2012. They have reported 1 regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Patricio Valenzuela’s Registration & Firm History

FL

12/08/2015 - Present

Epic Capital Securities (BOCA RATON FL)

NY

07/25/2002 - 10/12/2004

STANDARD NEW YORK SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricio Ricardo Valenzuela.
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