Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Luis Perez is a registered representative with Planmember Securities Corp. Jose has been in the industry since November 1, 1996 and has experience working with a variety of firms, including Securities America, Inc., IRM Distributors, Inc., and WMA Securities, Inc. Jose holds Series 6, Series 63, and SIE licenses and is registered to provide investment advisory services in Texas. Jose has been with Planmember Securities Corp. since January 2001 and offers a range of investment advisory services, including financial planning, pension consulting, and portfolio management. Jose specializes in working with individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Provides investment supervisory 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.
1
2
TX
03/17/2006 - Present
Planmember Securities Corp. (MISSION TX)
NE
04/14/2000 - 02/07/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
04/22/1998 - 04/14/2000
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
GA
10/15/1996 - 04/03/1998
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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