Unclaimed
Mary Elizabeth Eisinger is an investment advisor representative with Victory Capital Management Inc. based in San Antonio, TX. Mary Elizabeth Eisinger has been in the securities industry since May 30, 2000. Mary Elizabeth Eisinger has been registered with Victory Capital Management Inc. since June 4, 2021. Previous firms include USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, AMERICAN FUNDS DISTRIBUTORS, INC., and MORGAN STANLEY & CO., INCORPORATED. Mary Elizabeth Eisinger holds FINRA Series 63, 65, 7, and SIE licenses. The firm offers advisory services for businesses, individuals, pooled investment vehicles, and investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/04/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
09/21/2007 - 07/08/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/28/2015 - 10/17/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
09/06/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
04/23/2003 - 08/22/2007
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
NY
05/21/1998 - 10/26/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 03/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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