Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Villanueva is a financial professional with over 10 years of experience in the financial services industry. David is currently registered with Charles Schwab & CO., Inc. David is also registered with the State of Texas. David has a Series 66, Series 7 and SIE license. Prior to Charles Schwab & CO., Inc., David was employed by EDWARD JONES. David has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
09/06/2013 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
01/25/2008 - 07/23/2008
EDWARD JONES (AUSTIN TX)
BOTH
Issued 09/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure David Villanueva is the right advisor for you? Invested Better is here to help.
