Karie Elizabeth Pate-Valdes

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → Present
  Pfs Investments Inc.
  Lakeland, FL
• 07/2015 → Present
  Primerica Finacial Services
  Lakeland, FL
• 02/2015 → 03/2017
  Polk County Clerk Of Court
  Bartow, FL
• 07/2017 → Present
  Randstad Staffing Usa
  Bartow, FL
• 01/2026 → Present
  Liberty Tax
  Lakeland, FL

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. 02/2019 - Present: Be Wellness; Representative/Self-employed Notary Service OF Florida, Non-Investment, FL, CFO,9/21 to Present, 10 hours per month, zero during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-08
• S63 Uniform Securities Agent State Law Examination
  2024-08-01

Other Names

• Karie Elizabeth Newell
• Karie Elizabeth Bailey
• Karie Elizabeth Pate
• Karie Elizabeth Pate-Valdes