Contact a Texas Financial Consultant | Security Service

Contact a Texas Financial Consultant

​To learn more about Security Service Investment Group or for any financial planning questions, contact a Texas financial consultant. Our Texas financial consultants will be there to guide you through any financial plans such as retirement or investment planning.
 
Browse to: Investment & Insurance Information
Representatives:

Joseph H. Cater | Brad Feldman | Fred Garza | Brandon Medina | Moses Moreno | Kent Mulkey | Terry O'Connor | Susanne Serna | William Young


Joseph H. Cater
Senior Financial Consultant

281 North (view map)
1421 N. Loop 1604 E.
San Antonio, Texas 78232
210.476.4774 (main)
210.476.4269 (direct)
210.476.4273 (fax)
joseph.cater@ceterais.com

Mr. Cater has been in the financial services industry since 1989 and holds a Bachelor of Business Administration degree from Texas A&M University. He is a Registered Securities Representative and Life Insurance Agent who works closely with credit union members to implement retirement planning, wealth management, and cash management programs. Mr. Cater believes in developing long term relationships with his clients while instilling a conservative approach to investing for the future, using diversification and asset allocation to help reach their financial goals.

Brad Feldman
Senior Financial Consultant

The Rim Branch (view map
18103 IH10 W.
San Antonio, TX
210.476.4774 (main)
210.476.4859 (direct)
210.476.4866 (fax)
brad.feldman@ceterais.com

Mr. Feldman has been in the financial services industry since 1997. He earned his Bachelor of Business Administration degree in Finance from the University of Texas at San Antonio. Mr. Feldman is a Registered Securities Representative, an Investment Advisory Representative, and a Life Insurance Agent who works closely with members to help them reach their retirement, education, and other goals. He does this through professional guidance and insights into a wide range of financial products and services. Mr. Feldman has worked for a number of financial services organizations – Bank of America Investment Services, CUSO Financial Services and Citicorp Financial Services before joining Security Service as a senior financial consultant. Feldman believes future financial security doesn't just happen. It takes prudent advice, knowledge, and experience in order to develop a realistic financial plan.

Fred Garza
Senior Financial Consultant

1507 Goliad Rd.
San Antonio, TX 78223
210.877.3960 (main)
210.476.4565 (fax)
fred.garza@ceterais.com

Mr. Garza has been in the financial services industry since 2006. He earned his B.A. from Texas A&M University at Kingsville. Mr. Garza is a registered securities representative, registered investment advisor and life insurance agent. He professionally assists those who are new to investing; along with seasoned investors with a similar understanding style. Mr. Garza works with his members using a clear and educational approach, beginning with member expectations, then finding and explaining the investment selections. His focus is a conservative, long-term approach to investing, following the principals of diversification and asset allocation as a means of pursuing the member's financial goals.



Brandon P. Medina
Senior Financial Consultant

Windcrest Branch (view map)
4910 Windsor Hill
San Antonio, Texas 78239
210.476.4774 (main)
210.476.4342 (direct)
210.877.3913 (fax)
brandon.medina@ceterais.com

Mr. Medina has been serving Security Service Federal Credit Union  members since 2001. He began his career at the credit union before moving into the investment business. He is an investment company and variable contract products representative and life insurance agent. Mr. Medina prides himself in educating members on investments in a way that is simple and easy to understand. He believes in a consistent, balanced approach to investing that includes asset allocation and diversification to help achieve each client's financial goals.



Moses Moreno
Senior Financial Consultant

Bandera Branch (view map
5757 N.W. Loop 410
San Antonio, Texas 78238
210.476.4774 (main)
210.476.4116 (direct)
210.476.4141 (fax)
moses.moreno@ceterais.com

Mr. Moreno has been an employee of the credit union since 1993, working in member service for three years before moving to the investment group in 1996. Mr. Moreno is an investment company and variable contract product representative and a life insurance agent. Mr. Moreno focuses on educating members about investment and insurance products in a manner that is simple and easy to understand.



Kent Mulkey
Senior Financial Consultant

De Zavala Branch (view map)
12707 IH 10 W. (De Zavala Road Exit)
San Antonio, Texas 78230
210.476.4774 (main)
210.476.4781 (direct)
210.476.4222 (fax)
kent.mulkey@ceterais.com

Mr. Kent Mulkey has been with Security Service Federal Credit Union since January 1993 with Security Service Investment Group since June 2001. He is a registered representative and life insurance agent, and holds a Bachelor of Business Administration degree from the University of Texas at San Antonio.

Mr. Mulkey's personal goal is to offer the finest investment products and services to his clients with the utmost honesty and personal integrity. His aim is to make the investing process easy and understandable for his clients.

Terry O'Connor
Senior Financial Consultant

1604/Culebra Branch (view map)
5750 W. Loop 1604 N.
San Antonio, TX 78251
210.476.4774 (main)
210.877.3947 (direct)
 terry.oconnor@ceterais.com

Mr. O'Connor has been in the financial services industry since 2000. He attended the University of Texas at El Paso and is a General Securities Registered Representative, Investment Adviser Representative, and Life Insurance Agent. His past associations include Morgan Stanley, Met Life Resources, USAA Investment Management Company and Valic Financial Advisors.

Mr. O'Connor believes that the value of a financial professional is in the knowledge and experience he or she provides, helping you to achieve your financial goals. He works closely with you to understand your specific financial goals, risk tolerance, time horizon, and investment preferences.



Susanne Serna, CFP®
Senior Financial Consultant

Hwy. 90 Branch (view map)
7323 Highway 90 W.
San Antonio, TX 78227

Southwest Military Branch (view map)
(Available on Wednesdays)
7382 Barlite
San Antonio, Texas 78224

210.476.4774 (main)
210.476.4521 (direct)
210.476.4522 (fax)
susanne.serna@ceterais.com

After earning her Master's Degree from Our Lady of the Lake University in 1996, Ms. Serna began to use her education and experience as a financial advisor. Joining SSIG in 2002, she continues to be motivated by client relationships and works closely with each person to identify, plan, and understand their financial goals. She professionally directs and advises new clients and seasoned investors alike with an understanding style. Whether you're looking for retirement, education, asset allocation, or insurance assistance, as a registered securities and insurance representative, Ms. Serna will develop a plan that fits your individual needs.



William "Bill" Young
Senior Financial Consultant

1604/Bandera Branch (view map)
9253 N. FM 1604 W.
San Antonio, Texas 78249
210.476.4617 (main)
210.476.4128 (direct)
210.476.4126 (fax)
william.young@ceterais.com

Mr. Young has been in the financial services industry for 14 years. He has worked for American Funds, Van Kampen Investments, and American General Financial Group. He joined Security Service Investment Group from Morgan Stanley in 2001. Young is a registered representative, registered investment advisor, life insurance agent, and holds a Bachelor of Finance from Texas A&M University. Mr. Young helps his clients work towards achieving their financial goals by using his extensive background in the investment and insurance business. His personal investment philosophy is based on three basic areas of investing: financial planning, asset allocation, and diversification.

Securities and Insurance provided by Cetera Investment Services LLC.
Securities and Insurance Products:
Not NCUSIF-Insured • Not Insured by any Federal
Government Agency Not Financial Institution Guarantee •
May Lose Value • Not a Deposit

Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Investment Services Advisory Services Agreement and disclosure brochure as provided.


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