Unclaimed
Bruno Villar is a financial advisor with Cetera Investment Advisers LLC in Baton Rouge, LA. Bruno has been in the industry since 2019 and is currently licensed in Louisiana and Texas. Bruno offers a variety of financial planning and portfolio management services to individuals, families, and businesses. Bruno has experience working with clients of all ages and stages of life. Bruno has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Concourse Financial Group Securities, Inc. prior to joining Cetera Investment Advisers LLC.
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.
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
LA
02/13/2025 - Present
Cetera Investment Advisers LLC (BATON ROUGE LA)
LA
04/03/2023 - 08/22/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BATON ROUGE LA)
LA
05/03/2022 - 10/21/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BATON ROUGE LA)
BOTH
Issued 08/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Bruno Villar is the right advisor for you? Invested Better is here to help.