Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Valencia is a financial advisor with PFS Investments Inc. Anthony has over 15 years of experience in the financial services industry, specializing in helping individuals and families achieve their financial goals. Anthony has been registered with the Securities and Exchange Commission (SEC) since 2007. Anthony's primary focus is providing investment advice, portfolio management, and financial planning services to individuals and families. Anthony is also licensed to sell insurance and real estate. Anthony is committed to providing his clients with personalized service and helping them make informed financial decisions.
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.
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2
IL
01/25/2023 - Present
PFS Investments Inc. (ELGIN IL)
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 05/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2007
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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