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Rafael David Villamar

Vanguard Marketing Corp.

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About Rafael David Villamar

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.

Firm Information

Rafael Villamar is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Rafael Villamar’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rafael David Villamar.
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