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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Villarreal is a financial advisor with Principal Asset Management in Palatine, IL. Carlos has been in the industry since May 2008 and has experience working with various clients, including individuals, corporations, and institutions. Carlos holds the Series 7, 24, 66, and SIE licenses. Carlos's firm, Principal Asset Management, manages a broad range of investment products for individuals, businesses, and institutional clients. They provide portfolio management for individuals, investment companies, pooled investment vehicles, and businesses. In addition to traditional advisory services, Principal Asset Management also offers services like spread lending management and advice, asset allocation services, and educational seminars.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
IL
08/15/2019 - Present
Principal Asset Management (Palatine IL)
IL
04/26/2018 - 05/31/2019
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
04/25/2011 - 04/18/2018
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
IL
03/17/2006 - 05/20/2009
CLAYMORE SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 04/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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