Ildefonso Casarez is a registered investment advisor, based in McAllen, TX, with 12 years of industry experience.
Location
7906 N 10th St, McAllen, TX, 78504
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ildefonso works as a financial advisor/employee at Security Service FCU and Security Service Investment Group since 2022. He dedicates about half of his time to each of these roles.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services Advisors, INC
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
J.P. Morgan Securities LLC
January 2017 - October 2022 · 5 yrs 9 mos
J.P. Morgan Securities LLCBroker
January 2017 - October 2022 · 5 yrs 9 mos
Capital One Investing, LLCBroker
September 2015 - November 2016 · 1 yr 2 mos
Capital One Advisors, LLC
September 2015 - November 2016 · 1 yr 2 mos
Edward Jones
October 2013 - September 2015 · 1 yr 11 mos
Edward JonesBroker
September 2013 - September 2015 · 2 yrs
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.