CONNECT

Address:

5640 Democracy Drive
Plano, TX 75024

Phone:

214-291-1931 / 800-337-3328 ext 8

Fax/Other:

214-291-1310

Uriel Batista

Uriel Batista

ITCU Assistant Vice President and CFS* Financial Advisor

Uriel Batista recently joined InTouch's Wealth Management team as a CFS* Financial Advisor.  He has been in the financial services industry for the past 15 years helping customers make decisions with their money to help them achieve financial independence.  Uriel graduated from the University of Arizona with a Bachelor of Science degree in General Biology with minors in Chemistry, Mathematics and Physics.  He began his career in the financial services industry in 1992 with Liberty Mutual Insurance in Los Angeles, California.

After working with Wells Fargo Advisors for almost 2 years building relationships and helping clients with their customized money management plans, he accepted a position with Capital One Investing helping clients with their investment strategies on the self-directed investing platform. Uriel currently holds his FINRA Series 7 and 66 licenses.

In his personal life, Uriel and his Family live in Fort Worth where they are involved in the community doing volunteer work for the First Tee, Fort Worth Chapter and their church.

Phone 214-291-1951
Fax 214-291-1310
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck