Unclaimed
Sammy Villa is a financial professional with over 20 years of experience in the industry. Sammy holds a Series 7, Series 63, Series 55 and SIE license. Sammy is currently registered with Fidelity Brokerage Services LLC and is licensed in 17 states. Sammy previously worked at Pinnacle Capital Markets, LLC and ITG INC.
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.
1
2
NC
05/10/2024 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
NC
03/24/2008 - 08/17/2009
PINNACLE CAPITAL MARKETS, LLC (RALEIGH NC)
NY
10/29/2003 - 04/30/2007
ITG INC. (NEW YORK NY)
BC
Issued 07/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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