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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adriana? Claim Your ProfileAdriana Villegas Estevez is a financial advisor who has been in the industry since 1999. Adriana is currently registered with Morgan Stanley in San Antonio, Texas. Adriana has been registered with Morgan Stanley since 2011. Prior to joining Morgan Stanley, Adriana was employed with Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, BANC ONE SECURITIES CORPORATION, MULTI-FINANCIAL SECURITIES CORPORATION and INVERWORLD SECURITIES, INC. Adriana has a wide range of experience and qualifications, including passing the Series 7, Series 63, Series 66 and SIE exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
06/03/2011 - Present
Morgan Stanley (San Antonio TX)
TX
01/03/2011 - 06/09/2011
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
TX
02/02/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN ANTONIO TX)
TX
02/13/2007 - 02/04/2010
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
IL
06/09/2004 - 04/15/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CO
07/30/2001 - 12/17/2002
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
TX
05/10/1996 - 04/25/2001
INVERWORLD SECURITIES, INC. (SAN ANTONIO TX)
BOTH
Issued 08/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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