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 and 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@investfinancial.com

josie.cortez@investfinancial.com

anna.alejos@investfinancial.com

TIMOTHY C. LEGAMARO 
 
 
LEGAMARO FINANCIAL SERVICES, INC.
President                                                                                                                                                        Certified Fund Specialist and Registered Representative                                                                         Brokerage Services and Financial Planning                                                                                             January 1997-Present
 
Citizens Bank, Corpus Christi
Senior Vice President and Manager
Bank Brokerage Services/Registered Representative
January 1994 - January 1997
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
Senior Vice President
Investment Services Division/Portfolio Management
June 1984 - January 1994
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
Assistant Vice President
Bank Operations
January 1981 - June 1984
Responsible for cash management, financial accounting and related controller functions
 
Office of the Comptroller of the Currency, Corpus Christi
National Bank Examiner
August 1979 - January 1981
Responsible for monitoring bank performance, internal controls, and bank management structures
 
Education                                                        Professional
 
Texas A & M University, Corpus Christi           NASD Series 7 license, FINRA Series 24 license
Masters in Business Administration                NASD Series 63 license, FINRA Series 65 license
Finance/Marketing 1984                                     Group I Life, Accident, and Health license
                                                                                 Certified Fund Specialist
University of Texas at Austin                                
Bachelors in Business Administration           Graduate Leadership Corpus Christi XVIII
Management 1979                                              Advisory Board Warm Springs Rehab Hospital
                                                                                AIM’s Summit Club, Chairman’s Council
University of Great Falls, Great Falls, MT        Fidelity Advisor Council
Associates in Science                                        American Fund’s All American Team
Accounting 1978                                                  Hartford Captain’s Club
                                                                                First Dan Black Belt TaeKwonDo
                                                               Adjunct Professor Del Mar College, Texas A&MCorpus Christi

                                                                               

 

JOSIE H. CORTEZ
 
 
 
LEGAMARO FINANCIAL SERVICES, INC.
Sr. Vice President
Registered Representative
Brokerage Services through INVEST Financial Corp.
January 1997-Present
 
Citizens Bank, Corpus Christi
Investment Officer 
Bank Brokerage Services/Registered Representative
July 1994 - January 1997
Responsible for the operational and ongoing management of the bank's brokerage services department.
 
Corpus Christi National Bank, Corpus Christi
Sr. Safekeeping Coordinator
Investment Services Division/Portfolio Management
August 1981 – July 1994
Responsible for the investment operations and safekeeping of securities for institutional and retail clients.
 
Professional
 
NASD Series 7 license
 
NASD Series 63 license
 
Group I Life, Accident , and Health license
 
Group 4 Variable Contract Agents license
 
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