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Patrick Michael Pierre

Usaa Investment Services Co.

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About Patrick Michael Pierre

Patrick Michael Pierre is a registered representative with Usaa Investment Services Co. based in Plano, TX. Patrick Michael has been in the industry since 2022 and holds the Series 63, Series 6, and Series 7 licenses. In addition to Patrick Michael's role at Usaa Investment Services Co., they are a Caregiver at Cornerstone Caregiving LLC. Previously, Patrick Michael worked at Equitable Advisors, LLC in New York, NY. Patrick Michael is licensed to provide investment advice in all states except Iowa.

Firm Information

Patrick Pierre 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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Patrick Pierre’s Registration & Firm History

TX

01/13/2025 - Present

Usaa Investment Services Co. (Dallas TX)

TX

10/18/2022 - 07/08/2024

EQUITABLE ADVISORS, LLC (FORT WORTH TX)

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Licenses & Designations

BC

Issued 12/12/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/18/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Michael Pierre.
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