Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Orlando Perez is an investment advisor representative with SageGuard Financial Group, LLC. David has been in the industry since 2013 and holds the Series 63, Series 65 and SIE licenses. David is a registered Investment Advisor in Tennessee and has a total of 2204 individuals and high-net-worth individuals clients with an estimated $607,720,000 in assets under management. David has experience in providing financial planning, portfolio management for individuals and selection of other advisers.
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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TN
12/21/2022 - Present
Sageguard Financial Group, LLC (GOODLETTSVILLE TN)
BC
Issued 11/18/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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