Noel Dacanay Villajuan

Employer firm

Diversified Portfolios, Inc. CRD 108942

$1.94B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 08/2017
  Fidelity Brokerage Services Llc
  Birmingham, MI
• 09/2017 → 12/2018
  Ljpr Financial Advisors
  Troy, MI
• 01/2019 → 10/2022
  Sequoia Financial Group, Llc
  Troy, MI
• 01/2019 → 10/2022
  Sequoia Financial Advisors, Llc
  Troy, MI
• 06/2023 → Present
  Diversified Portfolios, Inc.
  Bloomfield Hills, MI
• 10/2022 → 06/2023
  Ford Estates
  Detroit, MI

Previous Registrations

• 2019-01-09 → 2022-10-20
  Sequoia Financial Group, L.L.C.
  Troy, MI
  Akron, OH
• 2017-10-31 → 2018-12-31
  Ljpr Financial Advisors
  Troy, MI
• 2013-03-27 → 2017-08-31
  Strategic Advisers Llc
  Birmingham, MI
• 2011-12-20 → 2013-03-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomfield Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2011-12-16
• S63 Uniform Securities Agent State Law Examination
  1994-08-23

Designations

• Certified Financial Planner

Other Names

• Noel Villajuan
• Noel Dacanay Villajuan
• Noel D Villajuan