Eduardo Valera Marquez has been an investment adviser representative at Portfolio Resources Advisor Group since April 2025, and is not listed among the firm’s executive officers or direct owners.
Portfolio Resources Advisor Group, Inc. is a Coral Gables, FL firm with $122M under management, 349 clients and 15 advisers across 11 offices, as of its October 2025 filing.
- – present · 1 yearCaracas · Adviser representative · Firm CRD 144601
Investment adviser representative registrations
Eduardo Valera Marquez is registered as an investment adviser representative in Florida, since April 2025.
- FloridaSince 23 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 1 December 2022 |
| Series 24 | General Securities Principal Examination | 13 January 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 8 May 2017 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Eduardo Elias Valera Marquez
- CRD
- 6593335
- Firm
- Portfolio Resources Advisor Group · CRD 144601
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Eduardo Valera Marquez work?
Eduardo Valera Marquez is an investment adviser representative registered through Portfolio Resources Advisor Group, Inc. since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Eduardo Valera Marquez a financial advisor?
Yes. Eduardo Valera Marquez has a current investment-adviser registration in Florida, through Portfolio Resources Advisor Group since April 2025.
How many years of experience does Eduardo Valera Marquez have?
Eduardo Valera Marquez has 10 years in the financial industry, since January 2016, across 1 adviser firm.
What exams has Eduardo Valera Marquez passed?
Eduardo Valera Marquez has passed 3 licensing exams: the Series 7, Series 24 and Series 63. The earliest, the Series 7, was passed in May 2017. FINRA credited Eduardo Valera Marquez with the SIE, which began in October 2018.
Is Eduardo Valera Marquez registered with FINRA?
Yes. Eduardo Valera Marquez has a current broker registration, under CRD 6593335.
Source: FINRA BrokerCheck
How can I verify Eduardo Valera Marquez’s record?
Search CRD 6593335 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Eduardo Valera Marquez’s full registration record.