Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Patricia Villacorta is a financial professional with over 7 years of experience in the industry. Loretta is currently registered with Nuveen Asset Management, LLC and has previously held positions at NYLIFE Distributors LLC and Profunds Distributors, Inc. Loretta is a Series 63, Series 7, and SIE licensed professional and has a comprehensive understanding of the financial markets. Loretta specializes in providing financial advice to individuals, businesses, and institutions. She is committed to helping clients achieve their financial goals by providing personalized and tailored advice. Loretta is a dedicated and experienced financial professional, passionate about helping individuals and businesses achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Model portfolio advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
01/17/2025 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
NY
06/11/2020 - 07/22/2024
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
MD
06/21/2017 - 04/07/2020
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
BC
Issued 07/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Loretta Villacorta is the right advisor for you? Invested Better is here to help.
