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James Japay Villafuerte

Alliance-ONE Investments, LLC

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About James Japay Villafuerte

James Japay Villafuerte is registered with Alliance-one Investments, Llc. James Japay Villafuerte has passed the General Securities Representative Examination, the Securities Industry Essentials Examination and the Uniform Securities Agent State Law Examination. James Japay Villafuerte's prior registration was with WELLS FARGO CLEARING SERVICES, LLC.

Firm Information

James Villafuerte is currently registered with Alliance-ONE Investments, LLC. Alliance-ONE Investments, LLC is a Limited Liability Company formed on October 20, 2016. The firm is registered with the SEC and has one approved registration.

Not reported

Assets Under Management

Not reported

Total Clients

428

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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James Villafuerte’s Registration & Firm History

OK

05/10/2023 - Present

Alliance-ONE Investments, LLC (Tulsa OK)

NA

04/21/2022 - 03/30/2023

WELLS FARGO CLEARING SERVICES, LLC (TAGUIG CITY )

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Licenses & Designations

BC

Issued 07/01/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Japay Villafuerte.
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