Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roland? Claim Your ProfileRoland Villanueva is an investment advisor representative with Fisher Investments, based in PLANO, TX. Villanueva is registered with the state of Texas. Previously, Roland Villanueva was employed with EDWARD JONES. Villanueva has experience in the securities industry since 2019, having worked in various roles at Edward Jones, Corpus Christi Financial Group, Texas A&M University Corpus Christi, Sprint Corp, Voya Financial Advisors/Cetera Advisor Networks.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/21/2023 - Present
Fisher Investments (PLANO TX)
TX
03/12/2022 - 09/18/2023
EDWARD JONES (MCKINNEY TX)
BOTH
Issued 04/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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