Unclaimed
Anthony Valencia is a financial advisor with PFS Investments Inc., registered in the states of Illinois. Anthony is also a registered representative of the firm. Anthony has been a financial advisor since 2008. Anthony has a long history in the financial services industry, working for various companies like Cambridge Investment Research, Inc., Allstate Financial Services, LLC, and Securities America, Inc. before joining PFS Investments Inc. Anthony has a wide range of experience in the financial services industry, and holds Series 6, 7, 31, and 63 licenses, along with the SIE exam, which allows Anthony to provide investment advice and sell securities. Anthony is a strong advocate for his clients and has a long track record of success in helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
PA
01/25/2023 - Present
PFS Investments Inc. (BLOOMSBURG PA)
IL
11/04/2021 - 12/31/2022
PFS INVESTMENTS INC. (ELGIN IL)
IL
08/12/2019 - 11/11/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (Melrose Park IL)
IL
04/15/2015 - 12/31/2018
ALLSTATE FINANCIAL SERVICES, LLC (Wheaton IL)
IL
09/11/2014 - 03/23/2015
SECURITIES AMERICA, INC. (GLENDALE HEIGHTS IL)
IL
09/03/2014 - 09/18/2014
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
10/01/2012 - 07/09/2014
J.P. MORGAN SECURITIES LLC (WILLOWBROOK IL)
IL
01/16/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WILLOWBROOK IL)
IL
01/01/2008 - 01/22/2009
WACHOVIA SECURITIES, LLC (CHICAGO IL)
IL
11/19/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICAGO IL)
IL
04/10/2007 - 11/20/2007
MORGAN STANLEY & CO., INCORPORATED (RIVERWOODS IL)
IL
12/21/2005 - 01/31/2007
CHASE INVESTMENT SERVICES CORP. (BATAVIA IL)
IA
Issued 5/5/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/6/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/12/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 4/9/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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