Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Villalta is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Edgar is located in Houston, Texas. Edgar has passed the Uniform Combined State Law Examination. Edgar has been in the securities industry since March 2017. Edgar has a history of working at Discount Tire Co., Houston Community College, and Bank of America, N.A. Edgar is also the treasurer of Iglesia Hispana Pentecostes La Voz De Sion, a non-profit religious organization.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
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TX
02/01/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
Active
Inactive
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