Unclaimed
Rolando Villarreal is a financial advisor registered with Cetera Investment Advisers LLC, a registered investment advisor, and Cetera Advisor Networks LLC, a broker-dealer. Rolando is licensed to offer investment advisory services in Texas, as well as securities brokerage services in 11 states: Arizona, Arkansas, California, Colorado, Florida, Montana, North Carolina, Oklahoma, Texas, and Utah. Rolando has been in the financial industry since January 14, 2019. Prior to Cetera, Rolando worked at Hilltop Securities Inc. Rolando has a Series 7, Series 66, and SIE license. In addition to Cetera, Rolando is also a Managing Director/COO at Burrows Financial Holdings, LLC, a holding company, and the Financial Professional at Burrows Capital Advisors LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (LEAGUE CITY TX)
TX
01/15/2019 - 10/18/2022
HILLTOP SECURITIES INC. (LEAGUE CITY TX)
BOTH
Issued 6/1/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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