Jose
Valenzuela
Cpr Investments Inc
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About this Advisor
Jose Valenzuela is a financial advisor based in Davie, Florida, working with Cpr Investments Inc. Jose has previously held positions at J.A.D. Inc, Hbw Advisory Services LLC, Mid Atlantic Financial Management, Inc, Cpr Investment Inc, Professional Mortgage Alliance, 123College, Champion Mortgage, and My Financial Practice. Jose has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Jose is part of Cpr Investments Inc, which operates out of Davie, Florida. The firm has 23 offices and 40 employees. The firm manages assets totaling $295.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cpr Investments Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cpr Investments Inc Brokerage Details
$295,234,856
40
3,510
$84,112
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jose Valenzuela Work History
Champion Mortgage
My Financial Practice
Cpr Investment Inc
123College
J.A.D. Inc
Professional Mortgage Alliance
Mid Atlantic Financial Management, Inc
Hbw Advisory Services LLC
Disclosures
Please visit the SEC profile of Jose Valenzuela to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cpr Investments Inc
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Davie, FL
Rochester, MI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
