Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Villec is a financial advisor with over 20 years of experience in the industry. Brian has been registered with the state of Delaware as an investment advisor representative since 2023. Brian specializes in providing financial planning, portfolio management, and insurance services to individuals, businesses, and organizations. Brian has a strong track record of success in helping clients achieve their financial goals. Brian is a dedicated and experienced professional who is committed to providing his clients with the highest level of service. Currently, Brian is working with TLG Advisors, Inc. a firm with over $1 billion in assets under management. TLG Advisors, Inc. provides a range of financial services, including financial planning, portfolio management, and insurance. Brian's previous employers include Nationwide Securities, LLC, 1717 Capital Management Company, Nationwide Investment Services Corporation, OppenheimerFunds Distributor, Inc. and Smith Barney 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Placement of institutional funds
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
DE
07/19/2023 - Present
TLG Advisors, Inc. (Wilmington DE)
OH
05/02/2003 - 01/07/2019
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
DE
02/15/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
OH
05/22/2001 - 04/22/2003
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
07/23/1997 - 04/11/2001
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
06/10/1996 - 07/11/1997
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 07/09/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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