Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alberto? Claim Your ProfileAlberto Villarreal is a financial advisor with Voya Financial Advisors, Inc. Alberto has been working in the financial industry since 2001 and has extensive experience providing financial advice to individuals, businesses, and charitable organizations. Alberto holds the Series 6, 7, 63 and 66 securities licenses as well as the SIE exam and is registered to offer investment advice in multiple states.
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.
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.
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.
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2
TX
01/03/2011 - Present
Voya Financial Advisors, Inc. (HOUSTON TX)
CT
02/28/2005 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
IN
09/24/2004 - 02/22/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
10/02/2003 - 09/09/2004
IFMG SECURITIES, INC. (PURCHASE NY)
TX
02/14/2001 - 10/08/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
02/14/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 08/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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