Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armando? Claim Your ProfileArmando Villalobos is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Armando has been in the securities industry for over four years and holds the Series 7TO, Series 66, and SIE licenses. Armando has a diverse work history, including roles in hospitality, transportation, and financial services. Armando's experience allows them to provide a comprehensive understanding of the needs of individual clients and their families. Armando is committed to providing personalized financial advice and guidance to help 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
09/06/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
BOTH
Issued 03/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Armando Villalobos is the right advisor for you? Invested Better is here to help.
