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Marius V Mada

Usaa Investment Services Co.

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About Marius V Mada

Marius Mada is a financial advisor with over 11 years of experience in the financial services industry. Marius holds the Series 7, Series 66 and SIE securities licenses. Marius is a Certified Financial Planner™ and has worked for several financial institutions including USAA Investment Services Company, Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc. and Morgan Stanley. Marius is currently registered as a broker and investment advisor in 53 states and the District of Columbia, and is affiliated with USAA Investment Services Co.

Firm Information

Marius Mada 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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Marius Mada’s Registration & Firm History

AZ

05/13/2024 - Present

Usaa Investment Services Co. (Peoria AZ)

AZ

11/08/2023 - 03/26/2024

MORGAN STANLEY (GILBERT AZ)

AZ

12/03/2021 - 11/10/2023

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

AZ

07/28/2020 - 10/20/2021

FIDELITY BROKERAGE SERVICES LLC (GLENDALE AZ)

AZ

06/08/2020 - 07/27/2020

USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)

AZ

07/01/2013 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

AZ

11/22/2012 - 06/10/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 01/02/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marius V Mada.
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