Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Villavicencio is a financial advisor with over 30 years of experience in the financial services industry. Sergio is currently registered with Evoke Advisors and holds the Series 63, 65, and 7 licenses, as well as the SIE exam. Sergio has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Sergio specializes in working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Sergio's services include financial planning, portfolio management, and educational seminars. Sergio's firm, Evoke Advisors, manages approximately $27.5 billion in assets.
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.
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.
Administrtive service, financial planning, and sub-advisory fees
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CA
11/13/2023 - Present
Evoke Advisors (LOS ANGELES CA)
CA
03/10/1994 - 11/18/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
MN
09/07/1993 - 11/12/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/07/1993 - 11/12/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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