Unclaimed
Raphael Valencia is a financial advisor with over 18 years of experience in the industry. Valencia is currently registered with Muriel Siebert & Co., LLC and holds a Series 7, Series 63 and SIE licenses. Prior to joining Muriel Siebert & Co., LLC, Valencia was associated with Stockcross Financial Services, Inc. for 15 years. Valencia is licensed in 20 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.
1
2
CA
01/02/2018 - Present
Muriel Siebert & CO., LLC (Beverly Hills CA)
CA
09/14/2004 - 01/02/2020
STOCKCROSS FINANCIAL SERVICES, INC. (BEVERLY HILLS CA)
BC
Issued 11/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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