Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ibarra is a financial advisor with USAA Investment Services Co., located in San Antonio, Texas. Patrick has been in the financial services industry since March 2013, and has been registered with USAA Investment Services Co. since January 2018. Patrick holds FINRA Series 7, 63, and 66 licenses, as well as the SIE exam. Patrick is registered to provide investment advisory services in Texas. Patrick has experience working with a wide range of clients, including high net worth individuals.
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
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2
TX
01/08/2018 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
08/08/2013 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/21/2011 - 02/06/2012
AXA ADVISORS, LLC (SAN ANTONIO TX)
BOTH
Issued 10/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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