Unclaimed
Patricia McClain is a financial professional with over 13 years of experience in the financial services industry. Patricia is currently registered with Victory Capital Services, Inc. and is located in San Antonio, TX. Previously, Patricia was registered with USAA FINANCIAL ADVISORS, INC. and USAA INVESTMENT MANAGEMENT COMPANY. Patricia holds the Series 7, Series 24, and SIE licenses and is a General Securities Principal.
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.
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.
1
2
TX
07/01/2019 - Present
Victory Capital Services, Inc. (San Antonio TX)
TX
02/13/2015 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
12/18/2006 - 07/01/2019
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 10/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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