Michael Valencia
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Michael Valencia Email & Phone Number

Cetera Investors Investment Executive | World Wanderer | Arts Patron | Visualizer at Cetera Financial Group
Location: Charlotte, North Carolina, United States 1 work role 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Cetera Investors Investment Executive | World Wanderer | Arts Patron | Visualizer
Location
Charlotte, North Carolina, United States
Company size

Who is Michael Valencia? Overview

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Quick answer

Michael Valencia is listed as Cetera Investors Investment Executive | World Wanderer | Arts Patron | Visualizer at Cetera Financial Group, a with 935 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Michael Valencia.

Michael Valencia previously worked as Investment Executive at Cetera Financial Group. Michael Valencia holds Mba from California State University-Long Beach - College Of Business.

Company email context

Email format at Cetera Financial Group

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Cetera Financial Group

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Profile bio

About Michael Valencia

People Are My Passion. Helping Others is My Mission. Developing Independent Individuals is My Goal. I have always enjoyed helping people learn and grow. As a financial services professional, I coach my clients through goal setting and help them achieve their financial wellness. Whether it is your first time saving for college, a home purchase, or retirement, or, if you are an experienced investor and want feedback on your current portfolio, I can help.Let’s talk!

Current workplace

Michael Valencia's current company

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Cetera Financial Group
Cetera Financial Group
Cetera Investors Investment Executive | World Wanderer | Arts Patron | Visualizer
el segundo, california, united states
Website
Employees
935
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1 role · 9 years

Michael Valencia work experience

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  • Cetera Financial Group
    Investment Executive
    2018 - Present - 5200 77 Center Drive, Suite 330, Charlotte, Nc 28217
    Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
Team & coworkers

Colleagues at Cetera Financial Group

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3 education records

Michael Valencia education

Professional Designation

Society Of Human Resources Management (Shrm)
FAQ

Frequently asked questions about Michael Valencia

Quick answers generated from the profile data available on this page.

What company does Michael Valencia work for?

Michael Valencia works for Cetera Financial Group.

What is Michael Valencia's role at Cetera Financial Group?

Michael Valencia is listed as Cetera Investors Investment Executive | World Wanderer | Arts Patron | Visualizer at Cetera Financial Group.

Where is Michael Valencia based?

Michael Valencia is based in Charlotte, North Carolina, United States while working with Cetera Financial Group.

What companies has Michael Valencia worked for?

Michael Valencia has worked for Cetera Financial Group.

Who are Michael Valencia's colleagues at Cetera Financial Group?

Michael Valencia's colleagues at Cetera Financial Group include Michael Molnar, Naquita Rodriguez-Kue, Melissa Quin, Collin Martin, Cfa, and Paiten Bauer.

How can I contact Michael Valencia?

You can use AeroLeads to view verified contact signals for Michael Valencia at Cetera Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Michael Valencia attend?

Michael Valencia holds Mba from California State University-Long Beach - College Of Business.

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