Robert Valenzuela is a registered investment advisor, based in Palm Desert, CA, with 11 years of industry experience.
Location
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert works as a Senior Financial Advisor at Keystone Private Wealth, dedicating nearly full-time hours to financial planning and portfolio management. He also works as an insurance agent providing insurance advice through Fixed Insurance and PKSF, though these activities require minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Keystone Private Wealth
Previous Registrations
Householder Group Estate & Retirement Specialists
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.