Unclaimed
Daniel Villalon is a financial professional registered with FINRA and the state of Connecticut. Daniel is currently employed by AQR Investments, LLC. Daniel has over 10 years of experience in the financial services industry. Daniel holds Series 3, 7, 24, 63, and SIE licenses. Daniel is also registered in all 50 states.
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.
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.
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2
CT
09/16/2022 - Present
AQR Investments, LLC (Greenwich CT)
CT
05/06/2011 - 10/12/2018
ALPS DISTRIBUTORS, INC. (GREENWICH CT)
CA
09/12/2005 - 03/22/2007
J.P. MORGAN SECURITIES INC. (LOS ANGELES CA)
BC
Issued 10/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2010
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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