Magdiel Perez Velazquez

Current Employers

Employment History

• 05/2015 → 08/2022
  U.S. Bank
  Happy Valley, OR
• 07/2018 → 01/2025
  U.S. Bancorp Investments, Inc.
  Gresham, OR
• 01/2025 → Present
  Raymond James Financial Services, Inc.
  Gresham, OR
• 01/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Gresham, OR
• 01/2025 → Present
  Onpoint Investment Services
  Gresham, OR
• 01/2025 → Present
  Onpoint Community Credit Union
  Gresham, OR

Previous Registrations

• 2023-01-01 → 2025-01-27
  U.S. Bancorp Investments, Inc.
  Happy Valley, OR
  Gresham, OR
  Saint Paul, MN
  Gresham, OR
  Gresham, OR

Other Businesses

(1)Name of Business: OnPoint Community Credit Union Address: 1754 NW Civic Dr Ste 100, Gresham, OR, 97030, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/27/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Licensed Associate Financial Advisor (2)Name of Business: OnPoint Investment Services Address: 1754 NW Civic Dr Ste 100, Gresham, OR, 97030, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/27/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Licensed Associate Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-27
• S63 Uniform Securities Agent State Law Examination
  2018-09-06

Other Names

• Magdiel Valazquez