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Jose Herrera

Usaa Investment Services Co.

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About Jose Herrera

Jose Herrera is a financial advisor who has been active in the financial services industry for over 9 years. Jose is currently registered with USAA Investment Services Co. Jose holds Series 7, 63, and 66 licenses. Jose has been registered with USAA Investment Services Co. for over 2 years and has previously been registered with USAA Financial Advisors, Inc. Jose also has a rental property business. Jose is a registered representative of USAA Investment Services Co. in 53 states and 2 US territories. Jose has 2 current registrations as a Registered Representative.

Firm Information

Jose Herrera is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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referrals

Referrals

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.

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other

Referral fees pursuant to a referral agreement

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Jose Herrera’s Registration & Firm History

AZ

05/16/2023 - Present

Usaa Investment Services Co. (Phoenix AZ)

AZ

06/08/2020 - 06/04/2021

USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)

AZ

11/19/2012 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 12/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/07/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Herrera.
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