Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jhuler? Claim Your ProfileJhuler Villegas is a financial advisor currently registered with Truist Advisory Services, Inc. Jhuler has over 19 years of experience in the financial industry. Jhuler is a Certified Financial Planner and holds Series 65, 66, and 7 licenses. Jhuler specializes in portfolio management for individuals and businesses and also provides financial planning services. Jhuler previously worked with BB&T Securities, LLC and BB&T Investment Services, Inc.. Jhuler's clients include high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit-sharing 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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
02/17/2021 - Present
Truist Advisory Services, Inc. (CAPE CORAL FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
06/16/2008 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ESTERO FL)
FL
07/12/2007 - 06/16/2008
PARK AVENUE SECURITIES LLC (FORT MYERS FL)
FL
06/16/2005 - 04/26/2007
FIFTH THIRD SECURITIES, INC. (CAPE CORAL FL)
MN
12/19/2003 - 04/22/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/19/2003 - 04/22/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 4/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 1/8/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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