Michael A. Valenza

VP - Financial Consultant

+1 201-967-1992

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • VP - Premier Relationship Advisor, HSBC, 2017-2020
  • Financial Advisor, Morgan Stanley, 2011-2017
  • Group Sales Representative, Prudential Financial, 2008-2011
  • Group Life Underwriter, Prudential Financial, 2005-2008
  • Sales Associate, Prudential Financial, 2002-2005

Education

  • Bachelor of Science in Business Administration
  • The College of New Jersey

Personal interests and affiliations

  • Cranford Little League - volunteer
  • The Church of St. Theresa in Kenilworth, NJ - active member
  • Cranford Knights of Columbus - active member
  • The New York Alternative Investment Roundtable - active member

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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