Melissa Valenzuela, financial advisor Moorestown NJ
93 score

Melissa Valenzuela

CRD Number: 5373887
Current Firm: Charles Schwab & Company, Inc.

Melissa Valenzuela (CRD# 5373887) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Moorestown, NJ and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Moorestown, NJ Dec 2012 - Current 5
Charles Schwab Bank Moorestown, NJ Dec 2012 - Current 5
Bank Of America, N.a. Mount Laurel, NJ Jul 2011 - Dec 2012 1
Merrill Lynch Mount Laurel, NJ Aug 2010 - Dec 2012 2
Smith Barney Mount Laurel, NJ Apr 2007 - Aug 2010 3
Rutgers University Camden, NJ Jun 2008 - Jan 2010 1
Bcc Mount Laurel, NJ Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Melissa N. Valenzuela
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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