Rolando Perez (CRD# 6536522) is an Investment Advisor Representative working at Animus Wealth Management, LLC in Mcallen, TX and has over 7 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rea General Contractors LLC | Mcallen, TX | Feb 2023 - Current | 1 |
| Animus Wealth Management LLC | Mcallen, TX | Mar 2021 - Current | 3 |
| Percisne Consulting LLC | Mcallen, TX | Apr 2018 - Current | 6 |
| Pendulum Development Inc. | Mcallen, TX | Jul 2021 - Jan 2023 | 1 |
| Animus Wealth Management LLC | San Antonio, TX | Aug 2020 - Mar 2021 | < 1 |
| Eagle Strategies LLC | Edinburg, TX | Mar 2020 - Aug 2020 | < 1 |
| Animus Wealth Strategies | Edinburg, TX | Feb 2019 - Aug 2020 | 1 |
| Nylife Securities LLC | Edinburg, TX | Feb 2016 - Aug 2020 | 4 |
| New York Life Insurance Company | Edinburg, TX | Aug 2015 - Aug 2020 | 5 |
| Atlas Retirement Strategies, LLC | Edinburg, TX | Mar 2020 - May 2020 | < 1 |
| Utpa | Edinburg, TX | Jun 2011 - May 2016 | 4 |
| Self Employed | Mission, TX | Nov 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management4MILLIONS
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Total Number of Accounts46ACCOUNTS
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Average Account Value$89,130
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
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TX
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