Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inchol? Claim Your ProfileInchol Yi Rivera is an investment advisor representative with Victory Capital Management Inc. in San Antonio, TX. Inchol has been in the financial services industry since 2006 and has worked for several firms including USAA Financial Advisors, Inc., USAA Investment Management Company, and MetLife Securities Inc. Inchol is registered with the state of Texas and holds a Series 7, Series 24, and Series 66 license.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/03/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
09/26/2007 - 07/02/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/20/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
CA
01/09/2006 - 07/02/2007
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
01/09/2006 - 07/02/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
BOTH
Issued 02/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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