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Patricia Buitron

Usaa Investment Services Co.

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About Patricia Buitron

Patricia Buitron has been a registered representative for over 17 years, providing financial services to individuals and families. Patricia has experience in the financial services industry working with firms such as Charles Schwab & Co., Inc., AXA Advisors, LLC, Chase Investment Services Corp., USAA Financial Advisors, Inc. and currently at USAA Investment Services Co..

Firm Information

Patricia Buitron 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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Patricia Buitron’s Registration & Firm History

TX

09/17/2015 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

08/24/2018 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

01/10/2008 - 03/11/2011

CHARLES SCHWAB & CO., INC. (AUSTIN TX)

TX

03/22/2006 - 08/15/2007

CHASE INVESTMENT SERVICES CORP. (EL PASO TX)

NY

01/21/2005 - 02/27/2006

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/13/2018

Series 24 - General Securities Principal Examination

BC

Issued 03/04/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/01/2010

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Buitron.
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