Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Francisco Cosio is a financial professional with over 17 years of experience in the financial services industry. Juan is currently registered with USAA Investment Services Co. Juan has previously worked with USAA Financial Advisors, Inc. and USAA Investment Management Company. Juan holds a Series 6, 7, 24, 63, and 65 license, along with the SIE exam.
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
09/04/2019 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
AZ
08/31/2007 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
03/01/2005 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
WI
11/24/2004 - 02/04/2005
AMERICAN FAMILY SECURITIES, LLC (MADISON WI)
IA
Issued 02/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Juan Cosio is the right advisor for you? Invested Better is here to help.
