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Silvia V. Nilsen

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CRD#: 4600840
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Silvia Villalon Nilsen, who also goes by Silvia VIllalon Nilsen, Silvia Silva Villalon, was a registered financial professional .

Silvia is a previously registered financial professional and started their career in finance in 2002. Silvia had worked at 2 firms and has passed the Series 65, Series 63, Series 62, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Silvia Villalon Nilsen | Silvia Silva Villalon

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 22, 2011 - August 28, 2012

AMERICAN ELITE RETIREMENT

RIA
CRD#: 152499
DALLAS, TX
Past

March 17, 2005 - December 31, 2010

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
DALLAS, TX
Past

November 22, 2002 - December 31, 2010

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
DALLAS, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/8/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 62
Date: 12/14/2004
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AE
AMERICAN ELITE RETIREMENT
AMERICAN ELITE RETIREMENT | WRENN ADVISORY SERVICES | VENMARK ENTERPRISES | SUMMIT RETIREMENT INVESTMENT ADVISORS | SENIOR ADVISOR SERVICES | NORTHPOINT FINANCIAL SERVICES | FREDERICK ADVISORS | FAMILY WEALTH MANAGEMENT & INCOME SOLUTIONS | CORNERSTONE CAPITAL MANAGEMENT | COLORADO ELITE RETIREMENT PLANNING | BRIZENDINE ADVISOR SERVICES | AZALEA WEALTH MANAGEMENT | AMERICAN ELITE RETIREMENT, LLC

CRD#: 152499 / SEC#: 801-71204

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Contact information


Main Address
5700 University Ave. Suite 250, West Des Moines, IA 50266
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERICAN ELITE RETIREMENT

CRD#: 152499

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