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Rene Daniel Villarreal

Transamerica Financial Advisors, Inc.

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About Rene Daniel Villarreal

Rene Villarreal is a financial advisor based in Austin, Texas. Rene has been in the financial services industry since 1992 and is currently registered with Transamerica Financial Advisors, Inc. Rene holds Series 63, 65, 7, and SIE licenses and has previous experience with firms like Charles Schwab & Co., Inc., and Paine Webber Incorporated. Rene specializes in financial planning and portfolio management for individuals.

Firm Information

Rene Villarreal is currently registered with Transamerica Financial Advisors, Inc.. Transamerica Financial Advisors, Inc. is a registered investment advisor with over 1,100 investment advisor representatives, managing $1 billion to $10 billion in client assets. The firm offers a range of services, including portfolio management for individuals, selection of other advisors, and wrap fee program participation. It has been in business since 1984 and is headquartered in St. Petersburg, FL. The firm serves a diverse clientele, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and other institutions.
Transamerica Financial Advisors, Inc.

570 CARILLON PARKWAY

ST PETERSBURG, FL 33716-1202

$1.62B

Assets Under Management

Not reported

Total Clients

2,487

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Rene Villarreal’s Registration & Firm History

TX

06/23/2021 - Present

Transamerica Financial Advisors, Inc. (Austin TX)

TX

07/30/2008 - 04/23/2020

CHARLES SCHWAB & CO., INC. (Austin TX)

TX

06/12/2000 - 06/30/2009

401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)

NA

10/11/1992 - 03/31/1993

PAINEWEBBER INCORPORATED

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Licenses & Designations

BC

Issued 06/23/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/26/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rene Daniel Villarreal.
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