Michele Suzanne Valdez

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2014 → 03/2024
  Silicon Valley Benefits, Inc.
  Livermore, CA
• 01/2015 → 07/2024
  Maxx Home Works
  Livermore, CA
• 02/2014 → 03/2024
  Lpl Financial, Llc
  Livermore, CA
• 07/2024 → Present
  Principal Life Insurance Company
  Livermore, CA
• 07/2024 → Present
  Principal Securities, Inc.
  Livermore, CA

Other Businesses

**INSURANCE POSITION: Employee Benefits NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 07/01/2024 ADDRESS: 859 Folsom Court, Livermore CA 94551, United States DESCRIPTION: Offering employee benefits to employers such as medical, dental, group life, voluntary life, and vision. Offering Medicare supplement plans. **MAXX HOME WORKS, INC. POSITION: Bookkeeper NATURE: CPA/Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 859 Folsom Ct., Livermore CA 94551, United States DESCRIPTION: Bookkeeper for my husband's construction business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-19
• S63 Uniform Securities Agent State Law Examination
  2021-12-31

Other Names

• Michele Suzanne Scheidt
• Michele Suzanne Valdez