As an RIA Internal Consultant at Jackson, I assist my external consultants while driving sales to the RIA channel. I leverage my Series 6, 63, and SIE License, which I obtained in October 2023, to offer tailored and ethical solutions that meet the clients' goals and needs. I also obtained my Series 65 in October 2022 which i still keep active. I graduated from Florida Atlantic University in 2021 with a bachelor's degree in finance, where I developed my skills in Excel, Salesforce, and social media. I am passionate about learning new technologies and trends in the financial industry, and I am always eager to expand my network and collaborate with other professionals.
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Ria Internal ConsultantJackson 2023 - PresentLansing, Mi, Us -
Registered Investment AdvisorCpr Investments Ltd Dec 2022 - Jul 2023 -
Insurance AgentLevinson & Associates, Inc. Jun 2020 - Jul 2023Coral Springs, Florida, Us -
Content CreatorWave Sports + Entertainment Jul 2017 - Sep 2019Santa Monica, California, Us
Anthony Valenzuela Education Details
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Florida Atlantic UniversityGeneral
Frequently Asked Questions about Anthony Valenzuela
What company does Anthony Valenzuela work for?
Anthony Valenzuela works for Jackson
What is Anthony Valenzuela's role at the current company?
Anthony Valenzuela's current role is RIA Internal Consultant.
What schools did Anthony Valenzuela attend?
Anthony Valenzuela attended Florida Atlantic University.
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