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Pablo Guadalupe Trevino

Usaa Investment Services Co.

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About Pablo Guadalupe Trevino

Pablo Guadalupe Trevino is a financial advisor with over 14 years of experience in the financial services industry. Pablo Trevino is currently registered with USAA Investment Services Co. Previously, Pablo Trevino has been associated with firms including USAA INVESTMENT SERVICES COMPANY, USAA INVESTMENT MANAGEMENT COMPANY, USAA FINANCIAL ADVISORS, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and SECURIAN FINANCIAL SERVICES, INC.. Pablo Guadalupe Trevino has a Series 66, Series 7, and Series 7TO license and holds the Certified Financial Planner designation.

Firm Information

Pablo Trevino 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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Pablo Trevino’s Registration & Firm History

TX

11/16/2023 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

07/25/2016 - 06/19/2020

USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)

TX

01/27/2012 - 07/11/2014

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TX

09/28/2005 - 01/25/2012

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

MA

04/15/2004 - 09/02/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/15/2004 - 09/02/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MN

12/18/2003 - 03/29/2004

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

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Licenses & Designations

BOTH

Issued 01/05/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pablo Guadalupe Trevino.
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