Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rudy? Claim Your ProfileRudy Valentin is a financial professional with over 10 years of experience in the industry. Rudy is currently a registered representative with PFS Investments Inc., where they have been since 2015. Rudy holds several licenses and certifications including the Series 6, Series 63 and SIE examinations. Rudy is also registered with the state of New York. Prior to PFS Investments Inc., Rudy was a registered representative with NYLIFE SECURITIES LLC.
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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NY
10/14/2015 - Present
PFS Investments Inc. (MIDDLETOWN NY)
NY
04/07/2015 - 05/04/2015
NYLIFE SECURITIES LLC (NEW WINDSOR NY)
BC
Issued 02/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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