Raquel Valdez

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

• 10/2022 → 07/2023
  E*Trade Securities Llc
  Alpharetta, GA
• 11/2015 → 10/2022
  Onepath
  Lawrenceville, GA
• 04/2023 → 07/2023
  Morgan Stanley
  Alpharetta, GA
• 08/2023 → Present
  Primerica Financial Services
  Duluth, GA

Other Businesses

Management/Operations of Investment-Related Products Poshmark - Position: Seller - Nature of Business: Clothing Resell 526888 - Pretty Messy Closet; Investment related Yes; Lilburn, Georgia; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2021; During business hours: 0; After business hours: 10; Administrative, Sales/Marketing 526861 - Pretty Messy Closet; Investment related Yes; Lilburn, Georgia; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Mar 2021; During business hours: 0; After business hours: 10; Administrative, Sales/Marketing 526859 - Pretty Messy Closet; Investment related Yes; Lilburn, Georgia; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Apr 2021; During business hours: 0; After business hours: 10; Administrative, Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2023-11-27
• S63 Uniform Securities Agent State Law Examination
  2023-02-03

Other Names

• Raquel S Valdez