Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Villa-gutierrez is a registered representative with Charles Schwab & Co., Inc. in Westlake, Texas. Fernando has been in the financial services industry since October 2021 and has experience with TD Ameritrade, Inc. Fernando is licensed to sell securities in all 50 states and the District of Columbia. Fernando holds the Series 7, Series 63 and SIE licenses. Fernando has specialized in providing financial planning services to clients.
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
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2
TX
09/01/2023 - Present
Charles Schwab & CO., Inc. (WESTLAKE TX)
TX
01/03/2024 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
TX
10/29/2021 - 09/01/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 11/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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