Unclaimed
Robert Villi is a financial advisor who has been working in the industry since 1989. He is currently registered with The Leaders Group, Inc. in Littleton, CO. Robert is also registered with the states of New Jersey and New York. Robert has passed the Series 6, Series 63 and SIE exams.
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.
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2
CO
08/01/2013 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NY
09/20/1989 - 08/05/2013
PRINCOR FINANCIAL SERVICES CORPORATION (NEW YORK NY)
BC
Issued 03/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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