Unclaimed
Eric Leal is a financial professional with over 7 years of experience in the financial services industry. Eric is currently registered with USAA Investment Services Co. Eric holds the Series 7, Series 63, and Series 65 securities licenses. Eric provides financial planning and referral services to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
01/08/2018 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
03/26/2013 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IA
Issued 05/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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