ABOUT ME

Sunrise Financial Analysis is the consulting firm of Nick Valencia.   

Nick  is an engineer who fell in love with capital markets 18 years ago.

He has worked as an institutional broker serving financial institutions at the private debt and public debt distribution desk in Latin America, as well as a commodity broker negotiating gold and oil futures and options at Templeton Financial Group, as Wealth Management Officer at Continental Bank in the United States, additionally as Private Client Advisor with J.P.Morgan in Miami advising high net worth clients on their individual investment strategies, strategic and tactical decisions customized to the client's specific plan and profile and equity and fixed income market expectations.   He has extensive experience assisting domestic American clients and Latin American clients, structuring portfolios in the United States market (Real Estate, Stocks, Bonds, ETFs, Mutual Funds, Options and Futures), Fundamental Analysis, Technical Analysis and derivatives of financial markets.  Consulting on income generation strategies, risk management, unidirectional strategies with defined risk and hedging. In terms of education, he has multiple certifications in the United States including Series 3 (National Commodity Broker), Series 7 (National Stock Broker), Series 63 (State of Florida Securities Market Agent), Series 65 (Investment Advisor State of Florida), Realtor (Real Estate Agent State of Florida) and is a holder of the CFA (Chartered Financial Analyst) designation, the most important Investment Management designation at a Global level, considered the Gold Standard in investment portfolio management