Unclaimed
Maria Susana Rodriguez is a financial advisor with over 12 years of experience in the industry. Maria is currently registered with USAA Investment Services Co., a firm that provides investment advisory services to individuals and high-net-worth individuals. Maria is also registered in 53 states and the District of Columbia. Before joining USAA Investment Services Co. Maria worked at USAA Financial Advisors, Inc. Maria holds the Series 7, 24, 51, and 66 licenses.
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
01/08/2018 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
03/24/2008 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BOTH
Issued 04/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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