Manuel PerezCRD Number: 6020358
Current Firm: Usaa Financial Planning Services
Manuel Perez (CRD# 6020358) is an Investment Advisor Representative working at Usaa Financial Planning Services in San Antonio, TX and has over 4 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Usaa Financial Planning Services, Inc.||San Antonio, TX||May 2013 - Current||3|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Apr 2012 - Current||5|
|Usaa Investment Mangement Company||San Antonio, TX||Jul 2012 - May 2013||< 1|
|Usaa Property & Casualty||San Antonio, TX||Jul 2010 - Jul 2012||2|
|Texas A&m University Honors Programs||College Station, TX||Feb 2009 - Jun 2010||1|
|Texas A&m University||College Station, TX||Aug 2008 - May 2010||1|
|The Home Depot||San Antonio, TX||May 2008 - Aug 2008||< 1|
|Texas A&m University||College Station, TX||Aug 2007 - May 2008||< 1|
|The Home Depot||San Antonio, TX||May 2007 - Aug 2007||< 1|
|Texas A&m University||College Station, TX||Aug 2006 - May 2007||< 1|
|Dominos Pizza||San Antonio, TX||Jan 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 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
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