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Juanita Magdalena Guerrero

Usaa Investment Services Co.

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About Juanita Magdalena Guerrero

Juanita Magdalena Guerrero has been in the financial industry since 2004. Juanita is currently registered with USAA Investment Services Co. as an Investment Advisor Representative and a Registered Representative. Previously, Juanita was employed with USAA Investment Management Company. Juanita holds a Series 63, Series 65, Series 7, Series 24, Series 7TO and Series 99TO licenses. Juanita specializes in providing financial planning and referral services to individuals and high-net-worth individuals.

Firm Information

Juanita Guerrero 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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Juanita Guerrero’s Registration & Firm History

TX

06/21/2024 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

09/21/1999 - 08/19/2019

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 01/25/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2024

Series 24 - General Securities Principal Examination

BC

Issued 03/06/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/06/2024

Series 99TO - Operations Professional Examination

BC

Issued 03/06/2024

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Juanita Magdalena Guerrero.
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