Unclaimed
Alexander Villegas is a registered representative with LPL Financial LLC. Alexander has been in the securities industry for 5 years. He has a Series 7, Series 66, and SIE license. Alexander is registered in 11 states, including Maryland, California, Colorado, Delaware, District of Columbia, Florida, Minnesota, Pennsylvania, Virginia, and West Virginia. He is also registered as an investment advisor in Maryland. Alexander's current employment is with LPL Financial LLC, where he has been since February 2017. Alexander has worked in a variety of roles in the financial services industry, including as a financial advisor at LPL Financial LLC, where he was responsible for providing financial advice and investment management services to individuals, families, and businesses. He has also worked as a financial consultant, providing financial planning and investment advice to individuals and families. Alexander is committed to helping his clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
MD
06/14/2018 - Present
LPL Financial LLC (FREDERICK MD)
BOTH
Issued 06/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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