Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marisol? Claim Your ProfileMarisol Sanchez is a registered investment advisor representative with USAA Investment Services Co. Marisol has been in the financial services industry since December 2001 and has experience in the areas of investment company products, variable contracts, and general securities. Marisol holds Series 6, 7, and 66 licenses. Marisol currently works in San Antonio, Texas and has previously worked in Phoenix, Arizona.
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
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2
TX
01/08/2018 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
08/31/2007 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
AZ
12/03/2001 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
BOTH
Issued 11/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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