Unclaimed
Angela Villandre is an investment advisor representative with Vanguard Advisers, Inc.. Angela has been in the industry since 2004 and has experience with various investment strategies. Angela holds the Series 7 and Series 63 licenses and the SIE exam certification. Angela is a Certified Financial Planner. Angela has been with Vanguard Advisers, Inc. since 2014. Prior to that, Angela worked at USAA FINANCIAL ADVISORS, INC., ING FUNDS DISTRIBUTOR, LLC, ESSEX NATIONAL SECURITIES, INC., LIBERTY SECURITIES CORPORATION, JMC FINANCIAL CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Angela is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
1
2
AZ
09/12/2014 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
AZ
07/28/2008 - 08/13/2014
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
09/20/2007 - 06/26/2008
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
CA
09/28/1994 - 06/13/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
04/18/1994 - 07/02/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
03/05/1993 - 04/21/1994
JMC FINANCIAL CORPORATION (BOSTON MA)
NY
02/06/1992 - 01/15/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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