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AV

Alfred Valenzuela

TICKRS CLEARING
Irvine, CA 92618
Some features on this profile are disabled
CRD#: 3018413
AV

Professional summary


Alfred Valenzuela is a registered financial professional currently at TICKRS CLEARING located in Irvine, California.

Alfred is registered as a RR (Registered Representative) and started their career in finance in 2002. Alfred has worked at 8 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Alfred Valenzuela's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 22, 2021 - Present

TICKRS CLEARING

Office #1: 100 Spectrum Center Drive, Suite 750, Irvine, CA 92618Office #2: 100 Spectrum Center Drive, Suite 750, Irvine, CA 92618
BD
CRD#: 312531
Irvine, CA
Past

May 30, 2018 - March 30, 2021

VELOX CLEARING LLC

BD
CRD#: 290215
Anaheim, CA
Past

June 9, 2017 - July 31, 2017

VELOX SECURITIES, INC.

BD
CRD#: 285402
ANAHEIM, CA
Past

March 11, 2013 - May 31, 2017

ELECTRONIC TRANSACTION CLEARING, INC.

BD
CRD#: 146122
DALLAS, TX
Past

July 20, 2012 - March 20, 2013

MANTARAX, LLC

BD
CRD#: 150450
BURBANK, CA
Past

February 18, 2005 - May 10, 2012

UNX LLC

BD
CRD#: 46145
BURBANK, CA
Past

July 25, 2002 - October 25, 2004

NATIONAL CLEARING CORP.

BD
CRD#: 14343
SHERMAN OAKS, CA
Past

April 16, 2002 - July 10, 2002

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/11/2022)
RR
Illinois
(9/22/2022)
RR
Nevada
(6/26/2024)
RR
New York
(5/29/2022)
RR
Texas
(1/28/2022)
RR
Utah
(10/24/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 2/21/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 6/17/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


TC
TICKRS CLEARING
TICKRS CLEARING | VALUABLE CAPITAL SECURITIES, LLC | VALUABLE CAPITAL SECURITIES | TICKRS CLEARING LLC

CRD#: 312531 / SEC#: , 8-70658

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
100 Spectrum Center Drive, Suite 750, Irvine, CA 92618
Mailing Address
100 Spectrum Center Drive, Suite 750, Irvine, CA 92618
Phone number
(949) 393-1606
Established
Delaware since 12/22/2020
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (16 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TICKRS US HOLDINGS INCMEMBER
ARELLANO, FRANKPOO7508264
LAM, COLIN KISHUNCHIEF FINANCIAL OFFICER/PFO/FINOP4621438
MURPHY, KEVINCHIEF EXECUTIVE OFFICER1645347
NICHOLS, ANN HENRYCHIEF COMPLIANCE OFFICER5572737
VALENZUELA, ALFREDCHIEF OPERATION OFFICER
ZAK, STEPHEN PETERPOO2423424

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


TICKRS CLEARING

CRD#: 312531Irvine, CA 92618

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