Unclaimed
Sandra Villarreal Zapata is a financial professional with over 15 years of experience in the financial services industry. She is currently registered with First Command Brokerage Services, Inc. Sandra has held previous roles with USAA Investment Services Company and USAA Investment Management Company. Her areas of expertise include securities and investments, with licenses covering Series 7, Series 27 and Series 55.
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
05/17/2023 - Present
First Command Brokerage Services, Inc. (San Antonio TX)
TX
10/08/2021 - 01/25/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (San Antonio TX)
TX
12/04/2009 - 06/12/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
04/24/2006 - 09/10/2008
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 04/21/2006
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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