Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clara? Claim Your ProfileClara Villalobos is a financial advisor at Fidelity Personal and Workplace Advisors. Clara is registered with the state of Florida as an investment advisor representative. Clara has been in the industry for over 20 years. Clara is also registered with the state of Texas as an investment advisor representative. In addition to her experience with Fidelity Personal and Workplace Advisors, Clara has also worked with CETERA ADVISOR NETWORKS LLC, GIRARD SECURITIES, INC., EQUITY SERVICES, INC., AMERICAN GENERAL EQUITY SERVICES CORPORATION, AMERICAN FUNDS DISTRIBUTORS, INC., ADVISORS ASSET MANAGEMENT, INC., and USAA INVESTMENT MANAGEMENT COMPANY. Clara holds the Series 6, 7, 24, 63, and 65 licenses. Clara specializes in providing financial planning, educational seminars, and selection of other advisors to both businesses and individuals.
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.
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.
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2
FL
04/08/2022 - Present
Fidelity Personal AND Workplace Advisors (ST PETERSBURG FL)
TX
11/01/2017 - 12/31/2019
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
02/26/2015 - 11/01/2017
GIRARD SECURITIES, INC. (IRVING TX)
VT
01/22/2013 - 12/22/2014
EQUITY SERVICES, INC. (MONTPELIER VT)
TX
02/01/2012 - 09/17/2012
AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)
TX
07/26/2010 - 09/26/2011
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
TX
03/22/2004 - 03/03/2010
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
01/08/1999 - 12/19/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
02/20/1998 - 12/11/1998
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 03/01/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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