Unclaimed
Amy Villarreal is a financial advisor with Avantax Investment Services, Inc. Amy has been in the financial services industry since 2010. Amy is licensed in Texas and holds the Series 6 and Series 63 securities licenses. Amy is also a registered representative of Avantax Investment Services, Inc.
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.
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.
1
2
TX
02/16/2010 - Present
Avantax Investment Services, Inc. (BAYTOWN TX)
BC
Issued 03/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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