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Valerie Mulcare

PFS Investments Inc.

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About Valerie Mulcare

Valerie Mulcare is a financial professional with over 20 years of experience in the industry. Valerie is currently registered with PFS Investments Inc. Prior to joining PFS Investments Inc., Valerie was with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, ING FINANCIAL ADVISERS, LLC, and AMERICAN GENERAL FINANCIAL ADVISORS, INC. Valerie holds a Series 6, 7, 26, and 63 license as well as the SIE exam. Valerie specializes in providing financial advice to individuals, high-net-worth individuals, and corporations.

Firm Information

Valerie Mulcare 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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Valerie Mulcare’s Registration & Firm History

NC

04/09/2020 - Present

PFS Investments Inc. (HUNTERSVILLE NC)

NC

02/28/2007 - 03/25/2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

NC

02/27/2001 - 02/03/2007

ING FINANCIAL ADVISERS, LLC (RALEIGH NC)

TX

07/12/1999 - 01/17/2001

AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 03/16/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2006

Series 7 - General Securities Representative Examination

BC

Issued 07/09/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Valerie Mulcare.
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