Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Villegas is an investment advisor representative currently registered with LaSalle St. Investment Advisors, LLC. Daniel has been in the securities industry since 2021. Daniel is licensed in Illinois, where they are also registered as an investment advisor representative. Prior to joining LaSalle St. Investment Advisors, LLC, Daniel worked at M1 FINANCE LLC. Daniel holds Series 66, Series 7TO, Series 24, and SIE licenses.
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.
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
IL
10/06/2023 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
IL
11/17/2021 - 02/03/2023
M1 FINANCE LLC (CHICAGO IL)
BOTH
Issued 10/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/28/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Villegas is the right advisor for you? Invested Better is here to help.
