Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oswaldo? Claim Your ProfileOswaldo Villoch is a financial professional with over 20 years of experience in the industry. Oswaldo is currently registered with LPL Financial LLC and has a Series 6, 7, 24, 26, 63, 99TO and SIE licenses. Prior to joining LPL Financial LLC, Oswaldo worked at MML Investors Services, LLC, MSI Financial Services, Inc. and MetLife Investors Distribution Company. Oswaldo is registered in Florida and South Carolina. LPL Financial LLC is a financial services company that provides a wide range of services to individuals, families, and businesses.
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
SC
12/13/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/25/2017 - 12/08/2023
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
06/23/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
04/01/2006 - 06/24/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
CA
12/05/2000 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 04/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/13/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/13/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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