Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Therese? Claim Your ProfileTherese Villanueva is a registered representative with Packerland Brokerage Services, Inc. Therese has been in the securities industry since 2012. Prior to joining Packerland Brokerage Services, Inc., Therese was with GLOBALINK SECURITIES, INC., and TRANSAMERICA FINANCIAL ADVISORS, INC. Therese is licensed to sell securities in California, New Jersey, New Mexico, and Utah. Therese Villanueva offers investment advisory services to individuals and businesses, as well as financial planning, pension consulting, 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.
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.
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2
CA
05/06/2020 - Present
Packerland Brokerage Services, Inc. (Valencia CA)
CA
10/14/2019 - 05/07/2020
GLOBALINK SECURITIES, INC. (Monrovia CA)
CA
10/02/2012 - 08/23/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (AGOURA HILLS CA)
BC
Issued 10/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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