Unclaimed
Luis Onofre Pequeno is a financial advisor with over 14 years of experience in the industry. Luis currently works at USAA Investment Services Co. Luis is registered with FINRA and holds the Series 7, 7TO, 24, 66, and SIE licenses. Luis has a strong track record of providing financial advice and services to individual clients and high-net-worth individuals. In addition to his current role at USAA Investment Services Co., Luis has also held positions at USAA Financial Advisors, Inc., and AXA Advisors, LLC. Luis is dedicated to helping clients achieve their financial goals.
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
08/25/2023 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
03/03/2009 - 06/01/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/23/2008 - 11/26/2008
AXA ADVISORS, LLC (SAN ANTONIO TX)
BOTH
Issued 08/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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