Unclaimed
Rafael Villamar is a financial advisor with Vanguard Marketing Corp. located in Scottsdale, AZ. Rafael is a Series 7, 6, 63, 9, and 10 licensed professional. Rafael has been in the financial services industry since 2007. Prior to joining Vanguard Marketing Corp., Rafael was affiliated with J.P. Morgan Securities LLC, CHARLES SCHWAB & CO., INC., and CHASE INVESTMENT SERVICES CORP.
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.
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.
1
2
AZ
06/03/2016 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
10/29/2010 - 03/02/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
05/18/2010 - 10/15/2010
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
08/29/2007 - 05/04/2010
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
BC
Issued 09/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/29/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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