Unclaimed
Raquel Padilla is an Investment Advisor Representative with Eight 31 Financial, LLC. Raquel has been in the financial services industry since 2007, working with various firms such as Merrill Lynch and Purshe Kaplan Sterling Investments. She holds Series 7, 7TO, SIE and Series 66 licenses, providing clients with a range of financial services. Raquel specializes in portfolio management for individuals and businesses, and also offers consulting services. The firm manages assets of over $350 million for approximately 60 high net worth individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
03/15/2024 - Present
Eight 31 Financial, LLC (MIDLAND TX)
TX
09/09/2015 - 07/16/2021
PURSHE KAPLAN STERLING INVESTMENTS (MIDLAND TX)
TX
05/04/2012 - 10/03/2013
PURSHE KAPLAN STERLING INVESTMENTS (MIDLAND TX)
TX
04/10/2007 - 05/08/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDLAND TX)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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