Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Villacampa is an Investment Advisor Representative at Rockefeller Financial LLC. Alexander Villacampa has over 10 years of experience in the financial services industry, most recently working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alexander Villacampa is registered with FINRA and holds the Series 7, Series 66 and SIE licenses. Alexander Villacampa offers financial planning, pension consulting and portfolio management services to individuals, high net worth individuals, businesses, charitable organizations and pension and profit sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
10/20/2023 - Present
Rockefeller Financial LLC (ATLANTA GA)
FL
04/26/2022 - 10/24/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
FL
02/26/2015 - 04/18/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
FL
04/08/2014 - 02/27/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)
FL
05/08/2013 - 03/18/2014
EURO PACIFIC CAPITAL, INC. (BOCA RATON FL)
BOTH
Issued 06/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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