Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Orlando? Claim Your ProfileOrlando Villar is a financial advisor with over 30 years of experience in the financial services industry. Orlando has been registered with Blackrock Investment Management, LLC since 2007. Prior to that, Orlando was with ADP Broker-Dealer, Inc., Quick & Reilly, Inc., Kelmoore Investment Company, Inc., National Planning Corporation, and Sunamerica Securities, Inc. Orlando holds multiple licenses and has passed several FINRA and state examinations, including the Series 63, Series 6, Series 7, Series 9, Series 10, Series 24, Series 26, and Series 65. Orlando works with a variety of clients, including individuals, corporations, trusts, estates, and pension plans. Orlando specializes in investment advisory services, portfolio management, and financial planning.
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.
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.
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.
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2
NJ
08/30/2007 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NJ
06/25/2004 - 08/21/2007
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NY
09/19/2003 - 07/09/2004
QUICK & REILLY, INC. (NEW YORK NY)
CA
03/08/2001 - 09/10/2002
KELMOORE INVESTMENT COMPANY, INC. (PALO ALTO CA)
CA
03/29/1999 - 03/08/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
10/01/1992 - 03/25/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 10/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/02/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/17/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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