CESAR RENE VALENZUELA is an investment adviser representative (IAR) with state registration records since 2013, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-07-31 | present | Yes |
| KESTRA ADVISORY SERVICES, LLC | 2022-05-25 | 2025-07-23 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2013-02-24 | 2022-06-03 | — |