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Sandra Villarreal Zapata

First Command Brokerage Services, Inc.

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About Sandra Villarreal Zapata

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.

Firm Information

Sandra Zapata is currently registered with First Command Brokerage Services, Inc.. First Command Brokerage Services, Inc. is a Corporation formed in 1958 and is registered in 52 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

172

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.

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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Sandra Zapata’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Villarreal Zapata.
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