Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Walter? Claim Your ProfileWalter Valenzuela is a financial professional with over 27 years of experience in the financial services industry. Walter currently works at Kestra Private Wealth Services, LLC. Prior to this role, Walter was a registered representative at HILLTOP SECURITIES INC., and at M.L. STERN & CO., LLC. Walter is a licensed investment advisor representative and is registered in 9 states. Walter has a broad range of experience in the financial services industry, including investment advisory services and portfolio management. Walter is also a certified financial planner and has a strong understanding of financial planning principles. Walter provides comprehensive financial planning services to individuals, families, and businesses. Walter specializes in retirement planning, college savings, and estate planning. Walter is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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.
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CA
04/29/2020 - Present
Kestra Private Wealth Services, LLC (San Diego CA)
CA
12/10/2008 - 05/27/2020
HILLTOP SECURITIES INC. (Del Mar CA)
CA
04/21/1993 - 12/23/2008
M.L. STERN & CO., LLC. (SAN DIEGO CA)
BC
Issued 06/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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