Unclaimed
Emiliano Villanueva is a financial advisor at Wells Fargo Clearing Services, LLC. Emiliano has been in the financial services industry for a number of years. Emiliano's previous experience includes working at Morgan Stanley and E*TRADE SECURITIES LLC. Emiliano is licensed to provide financial advice in Utah. Emiliano is a registered representative with FINRA. Emiliano's primary office is located in Salt Lake City, UT. Emiliano has a strong background in financial planning and portfolio management. Emiliano provides financial advice to individuals and businesses. Emiliano is dedicated to providing his clients with personalized financial advice and guidance.
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.
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2
UT
07/01/2024 - Present
Wells Fargo Clearing Services, LLC (SALT LAKE CITY UT)
UT
06/21/2023 - 05/09/2024
MORGAN STANLEY (Sandy UT)
UT
01/01/2023 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 02/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2022
SIE - Securities Industry Essentials 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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