Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angel? Claim Your ProfileAngel Manuel Perez is a financial advisor with LPL Financial LLC in Folsom, CA. Angel has been in the financial industry since 1997 and has a broad range of experience working with individuals, families, and businesses. Angel holds the Series 6, 7, 63, and 66 licenses as well as the SIE designation. Angel is also a Certified Financial Planner™. Prior to joining LPL Financial, Angel has worked for Cambridge Legacy Securities, QA3 Financial Corp., 1st Global Capital Corp., and Pension Planners Securities.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
04/15/2020 - Present
LPL Financial LLC (FOLSOM CA)
CA
04/23/2012 - 01/02/2019
LPL FINANCIAL LLC (FOLSOM CA)
CA
02/15/2011 - 05/29/2012
CAMBRIDGE LEGACY SECURITIES L.L.C. (FOLSOM CA)
CA
12/01/2009 - 02/11/2011
QA3 FINANCIAL CORP. (FOLSOM CA)
CA
09/03/2004 - 11/16/2009
1ST GLOBAL CAPITAL CORP. (FOLSOM CA)
CA
10/22/2002 - 09/17/2004
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
MN
02/02/2000 - 10/23/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CA
06/09/1997 - 02/04/2000
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
BOTH
Issued 11/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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