Our Firm

Legamaro Financial Services Inc., an independent financial services firm, was founded in 1997 and has combined experience in the financial services area of over 50 years. Tim Legamaro, a registered representative of INVEST, financial advisor, and registered securities principal of INVEST is the founder and president of Legamaro Financial Services. Mr. Legamaro has an extensive background in banking, finance, investments, retirement plannning, and insurance. Josie Cortez, a registered representative of INVEST and Sr. Vice President of Legamaro Financial Services, has been with the firm since 1997 and has been working along side Mr. Legamaro for over 20 years.

Tim Legamaro, President, CFS, AIF®  tim.legamaro@investfinancial.com

Josie Cortez, Sr. Vice President   josie.cortez@investfinancial.com

Anna Alejos, Administrative/Sales Assistant  anna.alejos@investfinancial.com

Anna is an associated person of INVEST.

TIMOTHY C. LEGAMARO 

LEGAMARO FINANCIAL SERVICES, INC.                                January 1997 - Present

President,Certified Fund Specialist and Registered Representative, INVEST

Brokerage Services and Financial Planning Services

CITIZENS BANK, Corpus Christi                                        January 1994 - January 1997

Senior Vice President and Manager

Bank Brokerage Services/Registered Representative

Responsible for the set-up and ongoing management of the bank's brokerage services department and assisting clients in financial management

CORPUS CHRISTI NATIONAL BANK, Corpus Christi            June 1984 - January 1997

Senior Vice President

Investment Services Division/Portfolio Management

Responsible for managing the bank's $400 million investment and funding portfolio, asset-liability management, and assisting institutional and retail clients in financial management

AMERICAN BANK, Corpus Christi                                            January 1981 - June 1984

Assistant Vice President

Bank Operations

Responsible for cash management, financial accounting and related controller functions

OFFICE OF COMPTROLLER OF CURRENCY, Corpus Christi  August 1979 - Jan. 1981

National Bank Examiner

Responsible for monitoring bank performance, internal controls, and bank management structures

EDUCATION                                                      

Texas A&M University, Corpus Christi

Masters in Business Administration

Finance/Marketing 1984  

University of Texas at Austin 

Bachelors in Business Administration                                                                                       Management 1979

University of Great Falls, Great Falls, MT   

Associates in Science                                                                                                         Accounting 1978

PROFESSIONAL                            PREVIOUS AWARDS/AFFILIATIONS

Accredited Investment Fiduciary     INVEST Chairman, President Council

Series 7 Securities Registered        INVEST Chairman, Diamond Council

Series 24 Securities Registered      Five Star Professional Wealth Manager 2015 & 2016 Winner  

Series 63 Securities Registered      AIM's Summit Club, Chairman's Council

Group I Life, Accident & Health Lic. Fidelity Advisor Council

Certified Fund Specialist (CFS®)     American Funds's All American Team

                                                         Lincoln Financial Circle of Excellence

                                                         Hartford Captain's Club

                                                         Hartford Mutual Fund Monarch Society

                                                         Prudential Master's Council

                                                         Jackson National SuperStars

                                                         Sun America Leaders Council

                                                         Cole Elite Partner

                                                         Griffin Capital Essential Reit Elite Producer

                                                         Realty Capital Securities Charter Member

                                                         First Dan Black Belt TaeKwonDo

                                                         Del Mar College Adjunct Professor

                                                         Advisory Board Warm Springs Rehab

                                                         Graduate Leadership Corpus Christi XVII

JOSIE H. CORTEZ

LEGAMARO FINANCIAL SERVICES, INC.                     January 1997 - Present

Sr. Vice President

Registered Representative, INVEST

Brokerage Services through INVEST Financial Corp.

CITIZENS BANK, Corpus Christi                                    July 1994 - January 1997

Investment Officer

Bank Brokerage Services/Registered Representative

Responsible for the operational and ongoing management of the bank's brokerage services department.

CORPUS CHRISTI NATIONAL BANK, Corpus Christi     August 1981 - July 1994

Sr. Safekeeping Coordinator

Investment Services Division/Portfolio Management

Responsible for the investment operations and safekeeping of securities for institutional and retail clients.

Professional

Series 7 Securities Registered

Series 63 Securities Registered

Group I Life, Accident , and Health license

Group 4 Variable Contract Agents license

Previous Awards/Affiliations

AIM's Summit Club, Chairman's Council Sales Assistant

Fidelity Advisor Council Sales Assistant

American Fund's All American Team Sales Assistant

Hartford Navigator's Club

Sun America's Leader's Circle Sales Assistant