Unclaimed
Chazel Ann Amos is a financial advisor with Victory Capital Services, Inc. Chazel has been in the industry since August 25, 2012. Chazel holds the Series 63, Series 7, and Series 65 securities licenses. Chazel was previously employed at LPL FINANCIAL LLC, USAA FINANCIAL ADVISORS, INC., and USAA INVESTMENT MANAGEMENT COMPANY.
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.
1
2
TX
08/27/2024 - Present
Victory Capital Services, Inc. (San Antonio TX)
TX
05/30/2024 - 08/08/2024
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
09/26/2007 - 07/09/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/18/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 07/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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