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Samuel Simonen Villarreal

Charles Schwab & CO., Inc.

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About Samuel Simonen Villarreal

Samuel Simonen Villarreal has been in the financial services industry since 1996. Samuel currently works at Charles Schwab & CO., Inc. in San Antonio, TX. Samuel is licensed to sell securities in 36 states and has a Series 6, 7, 31, and 63 license. Samuel also has passed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Samuel specializes in providing financial planning and investment advisory services to individuals and families.

Firm Information

Samuel Villarreal is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Samuel Villarreal’s Registration & Firm History

TX

05/28/2020 - Present

Charles Schwab & CO., Inc. (San Antonio TX)

TX

10/15/2007 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

11/06/1997 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

NY

07/19/1996 - 06/03/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NJ

11/11/1994 - 03/16/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 09/17/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 09/11/1996

Series 7 - General Securities Representative Examination

BC

Issued 11/10/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Samuel Simonen Villarreal.
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