Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Livia? Claim Your ProfileLivia Villa is a financial advisor currently registered with Allstate Financial Services, LLC. Livia has been in the financial services industry since 2013, and has held previous positions with M&T Securities, Inc. and Wells Fargo Advisors, LLC. Livia is licensed to conduct business in New York.
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
NY
08/10/2017 - Present
Allstate Financial Services, LLC (Cortlandt Manor NY)
NY
11/03/2014 - 08/26/2015
M&T SECURITIES, INC. (ELMSFORD NY)
NY
04/17/2014 - 08/20/2014
WELLS FARGO ADVISORS, LLC (PEEKSKILL NY)
NY
01/18/2013 - 04/04/2014
M&T SECURITIES, INC. (OSSINING NY)
NY
12/11/2009 - 11/16/2011
M&T SECURITIES, INC. (OSSINING NY)
BC
Issued 09/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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