linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Angela Dalia Perez

United Capital Financial Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Angela? Claim Your Profile

About Angela Dalia Perez

Angela Dalia Perez is a registered Investment Advisor Representative with United Capital Financial Advisors. Angela has been in the financial industry since 2014 and has experience working with Goldman Sachs & Co., and J.P. Morgan Securities LLC. Angela holds licenses for Series 66, Series 7, and SIE. Angela specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Angela Perez is currently registered with United Capital Financial Advisors. United Capital Financial Advisors is an investment advisory firm based in Irving, Texas. They offer a variety of services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. The firm manages over $17.7 billion in assets and has a team of over 200 licensed professionals. They are registered with the SEC and have offices across the United States.
United Capital Financial Advisors

125 E JOHN CARPENTER FRWY

IRVING, TX 75062

$17.69B

Assets Under Management

1,689

Total Clients

127

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

sub-adviser for other investment advisers

Sub-adviser for other investment advisers

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Angela Perez’s Registration & Firm History

TX

08/16/2021 - Present

United Capital Financial Advisors (IRVING TX)

TX

08/17/2021 - 11/14/2023

GOLDMAN SACHS & CO. LLC (Irving TX)

TX

08/30/2018 - 11/27/2019

J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)

Not sure if Angela Dalia Perez is right for you?

Licenses & Designations

BOTH

Issued 10/05/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angela Dalia Perez.
Not sure if Angela Dalia Perez is right for you?