Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Larose Villa is a financial advisor who has been working in the industry since January 2007. She is currently registered with Osaic Wealth, Inc. Jacqueline has previously been registered with Cetera Financial Specialists LLC, Woodbury Financial Services, Inc., National Planning Corporation, Next Financial Group, Inc., and Linsco/Private Ledger Corp. Jacqueline is also licensed to sell securities in Arizona. Jacqueline has a wide range of experience in the financial services industry. She has worked with a variety of clients, including individuals, families, businesses, and institutions. Jacqueline has a strong commitment to providing her 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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AZ
08/13/2024 - Present
Osaic Wealth, Inc. (PEORIA AZ)
AZ
11/20/2023 - 08/09/2024
CETERA FINANCIAL SPECIALISTS LLC (PEORIA AZ)
AZ
10/17/2017 - 11/21/2023
WOODBURY FINANCIAL SERVICES, INC. (PEORIA AZ)
AZ
06/01/2012 - 10/19/2017
NATIONAL PLANNING CORPORATION (PEORIA AZ)
AZ
06/01/2007 - 06/04/2012
NEXT FINANCIAL GROUP, INC. (GLENDALE AZ)
AZ
01/22/2007 - 06/01/2007
LINSCO/PRIVATE LEDGER CORP. (GLENDALE AZ)
BOTH
Issued 02/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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