Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Villahermosa is an Investment Advisor Representative associated with Trek Financial. Miguel has been in the industry since 2021. He is licensed in Washington. Miguel specializes in providing financial planning, portfolio management for individuals, and educational seminars. Miguel has a Series 65 license and holds a designation of "Registered Investment Advisor". Miguel's office is located in Tacoma, Washington.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
1
2
WA
01/05/2022 - Present
Trek Financial (TACOMA WA)
IA
Issued 10/08/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Miguel Villahermosa is the right advisor for you? Invested Better is here to help.
