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Oluseun Osarenren Ekunwe

Usaa Investment Services Co.

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About Oluseun Osarenren Ekunwe

Oluseun Osarenren Ekunwe is a financial advisor with over 12 years of experience in the industry. Oluseun is currently registered with USAa Investment Services Co., a firm with a focus on providing financial planning and investment services. Previously, Oluseun was registered with USAA Financial Advisors, Inc. and J.P. Morgan Securities LLC. Oluseun is also licensed as an Investment Advisor Representative (IAR) in Texas.

Firm Information

Oluseun Ekunwe 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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Oluseun Ekunwe’s Registration & Firm History

TX

01/08/2018 - Present

Usaa Investment Services Co. (Plano TX)

TX

06/13/2014 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

10/01/2012 - 05/28/2014

J.P. MORGAN SECURITIES LLC (CARROLLTON TX)

TX

02/04/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CARROLLTON TX)

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Licenses & Designations

IA

Issued 03/11/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2014

Series 7 - General Securities Representative Examination

BC

Issued 02/01/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Oluseun Osarenren Ekunwe.
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