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Roberto Joel Villarreal

TRB Capital Markets, LLC

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About Roberto Joel Villarreal

Roberto Villarreal is a financial professional with a strong background in the municipal securities industry. Roberto has passed the Series 50, 52TO, 53 and 54 examinations. He has been in the industry since September 2019 and currently holds a registration with TRB Capital Markets, LLC. Roberto previously worked at Estrada Hinojosa & Company, Inc.

Firm Information

Roberto Villarreal is currently registered with TRB Capital Markets, LLC. TRB Capital Markets, LLC is a Limited Liability Company formed on August 19, 2022. The firm is registered in Colorado, Florida, Illinois, New York, and Texas and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

16

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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Roberto Villarreal’s Registration & Firm History

TX

08/09/2024 - Present

TRB Capital Markets, LLC (EDINBURG TX)

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Licenses & Designations

BC

Issued 11/01/2021

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 01/04/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/30/2019

Series 52TO - Municipal Securities Representative Examination

BC

Issued 07/15/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2019

Series 50 - Municipal Advisor Representative Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roberto Joel Villarreal.
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