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Antonio Medrano

Usaa Investment Services Co.

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About Antonio Medrano

Antonio Medrano is a financial advisor with USAA Investment Services Co. Antonio has been in the financial services industry since April 1999. Antonio is licensed to provide financial advice in 53 states and holds Series 7, 9, 10, 63, 65 and 66 securities licenses. Prior to joining USAA Investment Services Co., Antonio was a financial advisor with USAA Financial Advisors, Inc., and Citigroup Global Markets Inc.

Firm Information

Antonio Medrano 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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Antonio Medrano’s Registration & Firm History

TX

01/08/2018 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

10/11/2013 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

05/29/2007 - 07/10/2013

CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)

TX

01/20/1999 - 05/29/2007

CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 12/30/2013

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/11/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/12/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Antonio Medrano.
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