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Erica Alysia Valestin

PFS Investments Inc.

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About Erica Alysia Valestin

Erica Valestin is a financial professional with over 20 years of experience in the industry. Erica is currently registered with PFS Investments Inc. in New York. Erica has previously worked for several other firms, including J.P. Morgan Securities LLC, BNP PARIBAS SECURITIES CORP., CITIGROUP GLOBAL MARKETS INC., MORGAN STANLEY & CO., INCORPORATED, MORGAN STANLEY MARKET PRODUCTS INC., and BEAR, STEARNS & CO. INC. Erica holds the Series 63, Series 72, SIE and Series 7 licenses.

Firm Information

Erica Valestin is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erica Valestin’s Registration & Firm History

NY

01/16/2023 - Present

PFS Investments Inc. (COPIAGUE NY)

NY

10/22/2022 - 12/31/2022

PFS INVESTMENTS INC. (JERICHO NY)

NY

01/23/2020 - 10/17/2022

PFS INVESTMENTS INC. (JERICHO NY)

NY

03/22/2019 - 12/31/2019

PFS INVESTMENTS INC. (JERICHO NY)

NY

09/02/2015 - 03/28/2017

J.P. MORGAN SECURITIES LLC (BROOKLYN NY)

NY

04/08/2010 - 02/04/2014

BNP PARIBAS SECURITIES CORP. (NEW YORK NY)

NY

07/24/2007 - 04/29/2010

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

01/10/2000 - 07/03/2007

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

01/10/2000 - 11/13/2002

MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)

NY

02/26/1999 - 12/20/1999

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 03/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erica Alysia Valestin.
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