Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Villa is a financial advisor with Fidelity Personal And Workplace Advisors in Albuquerque, NM. Jose is also registered in Texas. Jose is registered with the state of New Mexico as both a Broker-Dealer and Investment Advisor Representative. Prior to joining Fidelity Personal And Workplace Advisors, Jose was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jose has passed both the Series 66 and Series 7 exams. Jose holds a SIE certification and has experience in Financial Planning and portfolio management. Jose is also a Mechanic and works as a self-employed mechanic in Los Lunas, New Mexico.
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.
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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NM
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (ALBUQUERQUE NM)
NM
11/06/2023 - 03/19/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
BOTH
Issued 02/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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