Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelino? Claim Your ProfileMarcelino Villaflor is an Investment Advisor Representative with LPL Financial LLC and is actively registered as an Investment Advisor Representative (IAR) with the state of Virginia. Marcelino has been in the industry since November 2002 and previously worked with SAGEPOINT FINANCIAL, INC., AMERICAN FUNDS DISTRIBUTORS, INC., and VANGUARD MARKETING CORPORATION. Marcelino has Series 6, 7, 63, 65 and 66 licenses and the SIE exam. Marcelino has experience in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals.
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
VA
10/30/2024 - Present
LPL Financial LLC (VIRGINIA BEACH VA)
VA
10/04/2011 - 02/05/2014
SAGEPOINT FINANCIAL, INC. (VIRGINIA BEACH VA)
VA
11/11/2002 - 04/20/2009
AMERICAN FUNDS DISTRIBUTORS, INC. (NORFOLK VA)
PA
03/19/1998 - 10/21/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 10/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Marcelino Villaflor is the right advisor for you? Invested Better is here to help.
