Unclaimed
Vincent Villanueva is a registered Investment Advisor Representative (IAR) with Ernst & Young Investment Advisers LLP. Vincent has been with the firm since January 2005. Vincent holds a Series 63 and Series 65 licenses and has passed the Series 6 and Series 7 exams. Prior to joining Ernst & Young, Vincent worked at MetLife Securities Inc., Metropolitan Life Insurance Company, and Hantz Financial Services, Inc. Vincent specializes in portfolio management for individuals and businesses. He also provides financial planning and educational seminars to clients.
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.
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.
1
2
NJ
05/09/2005 - Present
Ernst & Young Investment Advisers LLP (SECAUCUS NJ)
MA
10/23/2003 - 10/11/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/23/2003 - 10/11/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MI
08/09/2002 - 09/22/2003
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
IA
Issued 05/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Vincent Villanueva is the right advisor for you? Invested Better is here to help.