linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jaime Trevino

Swbc Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jaime? Claim Your Profile

About Jaime Trevino

Jaime Trevino is a registered representative with Swbc Investment Services, LLC. Jaime has been in the industry since January 3, 2011. Jaime holds the Series 7, Series 63, Series 66, and Series 99TO licenses. Jaime has previously worked with Citigroup Global Markets Inc., Victory Capital Services, Inc., USAA Financial Advisors, Inc., USAA Investment Management Company, and Citicorp Investment Services.

Firm Information

Jaime Trevino is currently registered with Swbc Investment Services, LLC. Swbc Investment Services, LLC is a Limited Liability Company formed in August 2004. The firm is registered in 49 states and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

12

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.

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jaime Trevino’s Registration & Firm History

TX

11/17/2022 - Present

Swbc Investment Services, LLC (SAN ANTONIO TX)

TX

03/09/2022 - 11/21/2022

CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)

TX

01/09/2020 - 07/13/2020

VICTORY CAPITAL SERVICES, INC. (San Antonio TX)

TX

12/17/2010 - 07/09/2019

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

08/27/2015 - 10/21/2016

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TX

05/29/2007 - 08/20/2007

CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)

TX

07/14/2005 - 05/29/2007

CITICORP INVESTMENT SERVICES (SAN ANTONIO TX)

Not sure if Jaime Trevino is right for you?

Licenses & Designations

BOTH

Issued 01/11/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/25/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaime Trevino.
Not sure if Jaime Trevino is right for you?