Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Jose Costa is a registered representative with USAA Investment Services Co. and has been in the industry since January 4, 2021. Mary has passed the Series 7TO, SIE, and Series 24 exams. Mary is located in Phoenix, AZ and works at the Usaa Investment Services Co. branch office located at One Norterra Drive, Phoenix, AZ 85085.
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
AZ
01/04/2021 - Present
Usaa Investment Services Co. (Phoenix AZ)
BC
Issued 03/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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