Michael Perez, financial advisor Phoenix AZ
88 score

Michael Perez

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services Phoenix, AZ Feb 2015 - Current 1
Usaa Financial Advisors Inc. Phoenix, AZ Feb 2015 - Current 1
Moku Services LLC Chandler, AZ Feb 2011 - Current 5
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
Contact Info for Michael J. Perez
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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