Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Alfredo Perales is a financial advisor with Forthright Capital Advisory. Jose is registered with the state of Texas as an Investment Advisor Representative. Jose is a highly experienced financial advisor, having worked in the industry since 2007. Jose holds multiple licenses and designations, including Series 7, Series 6, and Series 63, and has extensive experience providing financial advice to individuals, families, and businesses. Jose provides a variety of financial services, including financial planning, portfolio management, and investment advisory services.
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.
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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NV
01/02/2024 - Present
Forthright Capital Advisory (LAS VEGAS NV)
TX
06/08/2020 - 11/30/2023
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
10/23/2013 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/21/2012 - 07/10/2013
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
04/02/2007 - 05/31/2012
CHASE INVESTMENT SERVICES CORP. (EDINBURG TX)
IA
Issued 12/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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