Unclaimed
Johnathan Kaczyk is a financial advisor with over 5 years of experience in the industry. Johnathan is currently registered with USAA Investment Services Co. and is licensed in 53 states. Previously, Johnathan worked as a financial advisor at USAA Financial Advisors, Inc. Johnathan holds a Series 7 and Series 63 license, as well as the SIE and Series 65 exams. Johnathan offers financial planning services and referrals.
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
05/29/2015 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IA
Issued 04/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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