Unclaimed
Laura Villotastella is a financial advisor with LPL Financial LLC in Austin, TX. Laura has been in the financial services industry since March 30, 2017. Laura is registered with FINRA and is licensed to sell securities in California and Texas. Laura also holds the Series 7, Series 63, Series 66, SIE, and 99TO licenses. Laura has previously worked with DFA Securities LLC and VOYA FINANCIAL ADVISORS, 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/19/2023 - Present
LPL Financial LLC (Austin TX)
TX
03/08/2019 - 04/25/2023
DFA SECURITIES LLC (AUSTIN TX)
TX
09/22/2016 - 02/21/2019
VOYA FINANCIAL ADVISORS, INC. (AUSTIN TX)
BOTH
Issued 05/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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