Michael Valenza, financial advisor Paramus NJ

Michael Valenza

CRD Number: 5957973
Current Firm: Charles Schwab & Company, Inc.

Michael Valenza (CRD# 5957973) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Paramus, NJ and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Paramus, NJ Jan 2020 - Current 4
Charles Schwab Bank, Ssb Paramus, NJ Jan 2020 - Current 4
Hsbc Securities (usa) Inc. Bronx, NY Aug 2017 - Jan 2020 2
Hsbc Bank Usa National Association Bronx, NY Jul 2017 - Jan 2020 2
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jun 2017 2
Morgan Stanley Smith Barney New York, NY Jul 2011 - Jun 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Michael A. Valenza
Phone Number: 415-667-7000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, AZ, 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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