Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Villanueva Barrera is a registered Investment Advisor Representative (IAR) with Foundations Investment Advisors LLC, a firm based in Phoenix, Arizona. Yvette has been in the financial services industry since 2009 and has a Series 65 license. She works with a variety of clients, including high-net-worth individuals, corporations, and other businesses. Yvette provides financial planning, portfolio management, and educational seminars to her clients. She has been associated with Foundations Investment Advisors LLC since December 2024 and has experience working in the financial services industry.
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.
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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AZ
01/14/2025 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
IA
Issued 01/12/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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