Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudio? Claim Your ProfileClaudio Eduardo Villarroel gutierrez is a financial advisor with Wells Fargo Clearing Services, LLC. Claudio Eduardo has been in the industry since 2006. They are registered in 10 states and hold Series 66, SIE, and Series 7 licenses. Claudio Eduardo has prior experience with J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC. Their office locations are in San Diego, California, Poway, California, and Escondido, California. Claudio Eduardo offers financial planning services to a wide range of client types including individuals, corporations, trusts, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
A percentage of the total value of assets under management is charged.
1
2
CA
05/02/2022 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
04/18/2014 - 05/05/2022
J.P. MORGAN SECURITIES LLC (ESCONDIDO CA)
CA
01/03/2011 - 04/23/2014
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
10/27/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (EL CAJON CA)
BOTH
Issued 12/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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