Unclaimed
Reynaldo Villanueva is a financial advisor registered in 52 states and the District of Columbia. Villanueva works with Tiaa-Cref Individual & Institutional Services, LLC and has been in the financial services industry since April 13, 2017. Villanueva offers financial planning, selection of other advisors and portfolio management services. Villanueva is licensed to provide investment advisory services in New Mexico.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
03/14/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
BOTH
Issued 06/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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