Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Rodriguez is a financial advisor with Victory Capital Services, Inc. located in San Antonio, Texas. Antonio has been in the industry since February 2007 and holds both Series 7 and Series 63 licenses, along with the SIE exam. Antonio has previously worked at firms such as USAA Investment Services Company, USAA Financial Advisors, Inc., Citigroup Global Markets Inc., and Morgan Stanley.
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.
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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2
TX
10/15/2021 - Present
Victory Capital Services, Inc. (San Antonio TX)
TX
06/08/2020 - 10/30/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
05/05/2014 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
02/03/2006 - 04/15/2014
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
07/14/2010 - 11/26/2012
MORGAN STANLEY (SAN ANTONIO TX)
BC
Issued 02/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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