Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Villavicencio is a financial advisor with over 25 years of experience in the financial services industry. Rafael currently works at Wells Fargo Clearing Services, LLC in the WASHINGTON, DC office. Rafael has previously worked for Citicorp Investment Services, CITIGROUP GLOBAL MARKETS INC., and Salomon Smith Barney Inc. Rafael holds the Series 63, 65, 7 and SIE licenses. Rafael is licensed to provide investment advice in California, Colorado, District of Columbia, Florida, Maryland, Massachusetts, New York, North Carolina, Vermont, Virginia, West Virginia, and Wisconsin. Rafael specializes in working with individuals, businesses, high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, state and municipal government entities, and other investment advisors.
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.
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.
Investment consulting services to institutional clients
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.
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2
DC
06/25/2024 - Present
Wells Fargo Clearing Services, LLC (WASHINGTON DC)
DC
05/29/2007 - 03/29/2010
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
08/19/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (WASHINGTON DC)
NY
04/07/1998 - 11/19/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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