Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Enrique? Claim Your ProfileEnrique Villarroel Fermin is an Investment Advisor Representative at Bailard, Inc. Enrique has been with the firm since 1985 and is a Certified Financial Planner. Enrique has a diverse range of experience in the financial services industry. Enrique is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Enrique holds Series 6, 62, 63, and 65 licenses and the SIE. Enrique provides investment advice to individuals, businesses, and investment companies. Enrique also specializes in providing financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/24/2021 - Present
Bailard, Inc. (FOSTER CITY CA)
CA
02/10/1994 - 06/26/2018
BAILARD FUND SERVICES, INC. (FOSTER CITY CA)
IA
Issued 08/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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