Agnieszka Valenta

Current Employers

Employment History

• 07/2019 → 03/2022
  Morgan Stanley Smith Barney Llc
  Madison, CT
• 11/2014 → 05/2019
  H&R Block
  Palmer, MA
• 10/2019 → 03/2022
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 03/2022 → Present
  Scranton Financial Group
  Westbrook, CT
• 04/2022 → Present
  Sound Income Strategies Llc
  Fort Lauderdale, FL
• 03/2022 → Present
  Scranton Financial Group
  Westbrook, CT

Previous Registrations

• 2019-11-01 → 2022-03-29
  Morgan Stanley
  Springfield, MA
  Madison, CT

Other Businesses

1. Scranton Financial Group - Fixed Insurance and Health Insurance Sales. Investment related. 03/2022 - Present. Sales of Fixed Insurance and Life Insurance products 167 Dwight road, Ste. 302, Longmeadow, MA 01106. This encompasses approximately 10% of business hours. 2. Scranton Financial Group - Managing Director/Client Acquisition Advisor. Investment related. Managing staff and recruiting new clients for Investment Advisory and Fixed Insurance services. 03/2024 - Present. 167 Dwight road, Ste. 302, Longmeadow, MA 01106. This encompasses approximately 80% of her time. 3. The Retirement Income Source DBA. Investment related. Marketing Fixed Insurance and Investment Advisory Services to prospective clients. 04/2022 - Present. 167 Dwight road, Ste. 302, Longmeadow, MA 01106. This does not encompass any business hours. 4. Scranton Financial Group, LLC DBA Retirement Income Source SFG. Investment related. Marketing Fixed Insurance and Investment Advisory Services to prospective clients. 03/2025 - Present. 167 Dwight road, Ste. 302, Longmeadow, MA 01106. This does not encompass any business hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-11-01

Designations

Other Names

• Agnieszka Lisek