Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karlen? Claim Your ProfileKarlen Villamor is a financial advisor with Alliance-ONE Investments, LLC in Tulsa, Oklahoma. Karlen has been in the industry since July 26, 2008, and is registered with FINRA. Karlen holds the Series 6, Series 63 and SIE licenses. Previously, Karlen worked with Directed Services LLC and Ameriprise Financial Services, Inc.
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.
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.
1
2
OK
05/04/2023 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
NA
02/09/2022 - 03/27/2023
DIRECTED SERVICES LLC (CEBU CITY )
NA
10/29/2013 - 06/09/2021
DIRECTED SERVICES LLC (CEBU CITY )
NA
03/30/2007 - 04/08/2013
AMERIPRISE FINANCIAL SERVICES, INC. (CEBU CITY, CEBU )
BC
Issued 03/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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