Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex B Perez is a registered investment advisor representative with Foundations Investment Advisors LLC. Alex has been in the securities industry since 1996. Alex has a Series 7, Series 24, Series 63, and Series 65 licenses. Alex is also a registered representative with Principal Securities, Inc. and has been with the firm since 2017. Alex is based in San Antonio, Texas. Alex's specializations include investments, retirement planning, insurance and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
01/08/2019 - Present
Foundations Investment Advisors LLC (SAN ANTONIO TX)
TX
11/01/2017 - 04/05/2018
PRINCIPAL SECURITIES, INC. (SAN ANTONIO TX)
KS
07/21/2010 - 10/18/2017
OFG FINANCIAL SERVICES, INC. (TOPEKA KS)
TX
10/12/2005 - 05/18/2010
SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
NJ
03/03/2004 - 09/13/2005
BCG SECURITIES, INC. (CHERRY HILL NJ)
MN
02/08/1996 - 03/30/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/08/1996 - 03/30/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 04/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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