Presidio Financial Services, Inc.
   

PRIVACY

At Presidio Financial Services, Inc., maintaining our customers' trust and confidence is of paramount importance. We are committed to safeguarding your personal information and providing you with facts and options as to how this information may be shared.


SEC RULE 606 DISCLOSURE

SEC Rule 606 requires broker-dealers to disclose, on a quarterly basis and on a public web site, the identity of the market centers to which they route a significant percentage of their orders. Presidio Financial Services, Inc. has a relationship with clearing broker, National Financial Services, LLC (NFS). Please click on the link above to access this information.

 

MARGIN INFORMATION

Information about margin is made available in order to provide basic facts about purchasing securities on margin and to inform our clients about the potential risk involved with trading securities in a margin account.

 

BUSINESS CONTINUITY

Presidio Financial Services, Inc. has developed a Business Continuity Plan as a means of informing our clients of measures and procedures we have established to ensure a continuation of services in the event of possible disruptions, disasters or pandemics.
 
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Securities products and services are offered through Presidio Financial Services, Inc., a registered broker/dealer and:

  Are Not FDIC Insured    

   May Lose Value   

   Are Not Bank Guaranteed   

Member FINRA / SIPC
755 East Mulberry Avenue, Suite 430, San Antonio, Texas 78212
Telephone (210) 222-0111 Facsimile (210) 222-0216

This site is for informational purposes only.