Unclaimed
Bernabe Villanueva is an investment advisor representative with MMA Securities LLC. Bernabe is licensed to provide advisory services in Alabama, Connecticut, Iowa, New Jersey, New York, and Pennsylvania. Bernabe has been in the industry since 2003 and has previous experience with Citizens Securities, Inc., The Investment Center, Inc., Charles Schwab & Co., Inc., Waterhouse Securities, Inc., Euro-Atlantic Securities Inc., Investors Associates, Inc., Greenway Capital Corp. and Toluca Pacific Securities Corp. Bernabe specializes in providing financial planning, pension consulting, and educational seminars to clients.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
NJ
01/21/2016 - Present
MMA Securities LLC (Saddlebrook NJ)
NY
09/10/2015 - 12/07/2015
CITIZENS SECURITIES, INC. (KINGSTON NY)
NJ
05/24/2006 - 12/31/2006
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
TX
02/02/1998 - 11/22/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
07/13/1996 - 12/16/1997
WATERHOUSE SECURITIES, INC. (OMAHA NE)
FL
05/02/1996 - 01/21/1997
EURO-ATLANTIC SECURITIES INC. (BOCA RATON FL)
NJ
03/25/1996 - 05/28/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
12/15/1995 - 04/03/1996
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
CA
12/15/1995 - 03/15/1996
TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)
BC
Issued 02/19/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/28/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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