Unclaimed
Rodolfo Reyes Casias is a financial advisor with USAA Investment Services Co. Rodolfo has over 10 years of experience in the financial industry. He is registered with FINRA and the state of Texas. Rodolfo specializes in financial planning. Prior to joining USAA Investment Services Co., Rodolfo was with USAA Financial Advisors, Inc. Rodolfo is committed to helping clients achieve their financial goals.
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
1
2
TX
02/20/2023 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
06/08/2020 - 12/31/2021
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
04/22/2014 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/16/2011 - 11/06/2013
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BOTH
Issued 11/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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