Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Eusebio Villanueva is an active investment advisor representative. Francisco has been in the financial services industry since March 1, 1996. Francisco is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since December 14, 2010. Prior to joining Wells Fargo, Francisco worked with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Francisco offers financial planning services as well as investment consulting services to institutional 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.
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.
1
2
CA
12/14/2010 - Present
Wells Fargo Clearing Services, LLC (ROLLING HILLS ESTATES CA)
CA
08/02/2007 - 12/31/2008
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
CA
01/26/1994 - 06/08/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
IA
Issued 11/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1996
Series 3 - National Commodity Futures Examination
BC
Issued 01/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Francisco Villanueva is the right advisor for you? Invested Better is here to help.
