Unclaimed
Madeline Ivette Perez-rossello is a financial professional with over 16 years of experience in the industry. Madeline has been registered with USAA Investment Services Co. since April 24, 2006, and previously held a position with USAA Financial Advisors, Inc. Madeline has a strong background in financial operations and holds the Series 27, SIE and Series 99TO licenses. Madeline's experience and expertise in the industry, combined with her commitment to client service, make her a valuable asset to any client seeking financial guidance.
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
04/24/2006 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
06/12/2017 - 07/10/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BC
Issued 04/21/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Madeline Perez-rossello is the right advisor for you? Invested Better is here to help.