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Alexander Villalobos

Jefferies LLC

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About Alexander Villalobos

Alexander Villalobos is a financial professional with over 12 years of experience in the financial services industry. Currently, Alexander is registered with Jefferies LLC and is licensed to provide investment advice and services in all 50 states. Alexander holds the Series 6, Series 63, SIE, Series 86 and Series 87 licenses.

Firm Information

Alexander Villalobos is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Alexander Villalobos’s Registration & Firm History

CA

10/17/2022 - Present

Jefferies LLC (SAN FRANCISCO CA)

CA

07/07/2010 - 09/27/2010

WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 04/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2022

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 06/08/2022

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/28/2022

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Alexander Villalobos.
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