Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raquel? Claim Your ProfileRaquel Valdez is a financial advisor registered with PFS Investments Inc. Raquel has been working in the industry for over a year and is licensed in the state of Georgia. Her previous experience includes working with E*TRADE SECURITIES LLC and Morgan Stanley. Raquel has experience in financial planning and portfolio management.
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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GA
01/09/2024 - Present
PFS Investments Inc. (DULUTH GA)
GA
01/01/2023 - 08/18/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
04/06/2023 - 08/17/2023
MORGAN STANLEY (Alpharetta GA)
BOTH
Issued 11/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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