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Amber Mari Keens-dumas

Usaa Investment Services Co.

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About Amber Mari Keens-dumas

Amber Mari Keens-dumas is an investment advisor representative with USAA Investment Services Co.. Amber has been in the industry since August 2011 and is registered with the states of Florida and Texas. Amber is licensed to offer financial planning services and can provide referrals to clients. Amber is a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7 and Series 63 licenses. Amber also holds a Series 65 license and is registered as an investment advisor representative with the state of Florida. Amber is affiliated with USAA Investment Services Co. which is located in Tampa, Florida. The firm offers a variety of financial services, including investment management, financial planning, and retirement planning.

Firm Information

Amber Keens-dumas is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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referrals

Referrals

Fee Structure

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.

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other

Referral fees pursuant to a referral agreement

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Amber Keens-dumas’s Registration & Firm History

FL

03/07/2022 - Present

Usaa Investment Services Co. (TAMPA FL)

CO

08/11/2011 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

IA

Issued 04/06/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amber Mari Keens-dumas.
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