Hector Valdez has been an investment adviser representative at Financial Management Services of America since April 2024, and is not listed among the firm’s executive officers or direct owners. Hector Valdez holds a Bachelors in Business Administration from Boston University and a Masters in Business Administration from Quantic School of Business & Technology.
Financial Management Services of America LLC. is a firm with $216M under management, 1,291 clients and 20 advisers across 13 offices, as of its September 2026 filing.
Hector Valdez is a member of the team at Financial Management Services of America. Valdez has over 10 years of consulting experience, with industry experience in auto and home insurance, heavy equipment, and architecture, engineering and construction (AEC).
Investment adviser representative registrations
Hector Valdez is registered as an investment adviser representative in Texas, since April 2024.
- TexasSince 29 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Hector Miguel Valdez
- CRD
- 7901217
- Firm
- Financial Management Services of America · CRD 154136
- Office
- 2108 Central Blvd, Brownsville, TX 78520
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myfmsa.com
Where does Hector Valdez work?
Hector Valdez is an investment adviser representative registered through Financial Management Services of America LLC. since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Hector Valdez a financial advisor?
Yes. Hector Valdez has a current investment-adviser registration in Texas, through Financial Management Services of America since April 2024.
How many years of experience does Hector Valdez have?
Hector Valdez has 2 years in the financial industry, since April 2024, across 1 adviser firm.
What exams has Hector Valdez passed?
Hector Valdez passed the Series 65 in April 2024.
Where is Hector Valdez based?
Hector Valdez’s registered office is in Brownsville, TX.
Is Hector Valdez registered with FINRA?
No. Hector Valdez has no current broker registration.
How can I verify Hector Valdez’s record?
Search CRD 7901217 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Hector Valdez’s full registration record.