Robert Valenzuela has been an investment adviser representative at Keystone Wealth Services since August 2024, and is not listed among the firm’s executive officers or direct owners.
Keystone Wealth Services, LLC is a Palm Desert, CA firm with $861M under management, 635 clients and 11 advisers across 2 offices, as of its August 2026 filing.
Robert Valenzuela’s longest registration was 3 years at Householder Group Estate & Retirement Specialists (2021–2024). Before joining Keystone Wealth Services in 2024, Robert Valenzuela was registered through Householder Group Estate & Retirement Specialists and Edward Jones.
- Hoainvest LLCAlso current– present · under a yearPalm Desert, CA · Adviser representative · Firm CRD 343069
- Keystone Private WealthCurrent– present · 2 yearsPalm Desert, CA · Adviser representative · Firm CRD 301924
- Householder Group Estate & Retirement Specialists– · 3 yearsRancho Mirage, CA · Adviser representative · Firm CRD 169045
- Edward Jones– · 2 yearsRancho Mirage, CA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Robert Valenzuela is registered as an investment adviser representative in California, since August 2024.
- CaliforniaSince 25 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 December 2018 |
| Series 7TO | General Securities Representative Examination | 31 October 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 August 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 August 2011 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Michael Valenzuela
- CRD
- 5956818
- Firm
- Keystone Wealth Services · CRD 301924
- Office
- 73575 EL PASEO, SUITE 2300, Palm Desert, CA 92260
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Valenzuela work?
Robert Valenzuela is an investment adviser representative registered through Keystone Wealth Services, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Robert Valenzuela a financial advisor?
Yes. Robert Valenzuela has a current investment-adviser registration in California, through Keystone Wealth Services since August 2024.
How many years of experience does Robert Valenzuela have?
Robert Valenzuela has 11 years in the financial industry, since November 2014, across 4 adviser firms.
What exams has Robert Valenzuela passed?
Robert Valenzuela has passed 4 licensing exams: the Series 6, Series 63, Series 7TO and Series 66. The earliest, the Series 6, was passed in August 2011. FINRA credited Robert Valenzuela with the SIE, which began in October 2018.
Where did Robert Valenzuela work before Keystone Wealth Services?
Before Keystone Wealth Services, Robert Valenzuela was registered through Edward Jones, December 2018 to May 2021.
Where is Robert Valenzuela based?
Robert Valenzuela’s registered office is in Palm Desert, CA.
Is Robert Valenzuela registered with FINRA?
Yes. Robert Valenzuela has a current broker registration, under CRD 5956818.
Source: FINRA BrokerCheck
How can I verify Robert Valenzuela’s record?
Search CRD 5956818 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Valenzuela’s full registration record.
