Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serge? Claim Your ProfileSerge Villani is a financial advisor at Fidelity Personal and Workplace Advisors. Serge is licensed to provide investment advice in Colorado and Texas. Serge has been in the industry since 2008 and has experience with several firms including GWFS Equities, Inc., Transamerica Financial Advisors, Inc, Chase Investment Services Corp., Wachovia Securities Financial Network, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Serge offers portfolio management, financial planning, and educational seminars.
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.
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
CO
12/01/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
02/06/2015 - 09/26/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
06/09/2012 - 07/16/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (CENTENNIAL CO)
CO
01/15/2009 - 08/17/2010
CHASE INVESTMENT SERVICES CORP. (LAKEWOOD CO)
CO
07/28/2005 - 09/18/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (DENVER CO)
NY
07/19/1999 - 06/29/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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