Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leticia? Claim Your ProfileLeticia Villarreal is a financial professional with over 15 years of experience in the industry. She is currently registered with Fidelity Brokerage Services LLC and has previously worked at CHARLES SCHWAB & CO., INC. and FIDELITY BROKERAGE SERVICES LLC. Leticia holds a Series 7, Series 9, Series 10, Series 63, and SIE licenses, and is registered in 53 states and the District of Columbia.
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.
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2
TX
08/03/2020 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
11/20/2017 - 10/31/2018
CHARLES SCHWAB & CO., INC. (Fort Worth TX)
TX
08/12/2005 - 09/02/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 12/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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