Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alcides? Claim Your ProfileAlcides Gonzalez Villatoro is a registered representative with Wells Fargo Clearing Services, LLC and has been in the financial services industry for 6 years. Alcides has held previous positions at J.P. MORGAN SECURITIES LLC and Wells Fargo Bank, NA. Alcides is registered to provide investment advice and securities trading in 9 states, including New Jersey, New York, Florida, Georgia, Maryland, North Carolina, Pennsylvania, Virginia and the Virgin Islands. Alcides has also passed the Series 6, Series 7, Series 63 and Series 66 exams. Alcides offers financial planning, pension consulting, and portfolio management services to individuals and businesses. Alcides is also involved in other business activities, such as IVEM LOGISTICS INC and U.S. CENSUS BUREAU.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NY
03/03/2021 - Present
Wells Fargo Clearing Services, LLC (GARDEN CITY PARK NY)
NY
02/29/2016 - 04/04/2018
J.P. MORGAN SECURITIES LLC (GARDEN CITY NY)
BOTH
Issued 03/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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