Michael PerezCRD Number: 6310761
Current Firm: Usaa Financial Planning Services
Michael Perez (CRD# 6310761) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 3 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Planning Services||Phoenix, AZ||Feb 2015 - Current||2|
|Usaa Financial Advisors Inc.||Phoenix, AZ||Feb 2015 - Current||2|
|Moku Services LLC||Chandler, AZ||Feb 2011 - Current||6|
|Bank Of America, N.a.||Chandler, AZ||May 2014 - Feb 2015||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Mar 2014 - Feb 2015||< 1|
|Arizona State University||Tempe, AZ||Aug 2010 - Aug 2014||4|
|Randstad Staffing||Mesa, AZ||Dec 2013 - Jan 2014||< 1|
|Chandler Chamber Of Commerce||Chandler, AZ||Aug 2013 - Dec 2013||< 1|
|United States Navy||Pearl Harbor, HI||Aug 2008 - Jul 2013||4|
|Unemployed||Chandler, AZ||Apr 2008 - Aug 2008||< 1|
|Godaddy.com||Chandler, AZ||Dec 2006 - Apr 2008||1|
|Etelecare Global Solutions||Scottsdale, AZ||Oct 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.