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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Horaci? Claim Your ProfileHoraci Villar is a financial advisor who has been in the industry since July 22, 2014. Horaci is currently registered with Wells Fargo Clearing Services, LLC in California and has been with the firm since December 2021. Horaci has a previous history with Wells Fargo Clearing Services, LLC dating back to 2016. Prior to working with Wells Fargo, Horaci worked with Banc of America Investment Services, Inc. from 2005 to 2009. Horaci has passed several industry exams including the Series 6, 63, 7, and 66 exams. Horaci has a total of 11 approved registrations and works with various client types including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension plans.
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
12/06/2021 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
10/05/2017 - 08/19/2019
WELLS FARGO CLEARING SERVICES, LLC (LOS GATOS CA)
CA
02/26/2016 - 03/10/2017
WELLS FARGO CLEARING SERVICES, LLC (LOS GATOS CA)
CA
07/07/2011 - 09/19/2011
WELLS FARGO ADVISORS, LLC (CONCORD CA)
CA
05/02/2005 - 07/02/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BERKELEY CA)
BOTH
Issued 12/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative 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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