Unclaimed
Jose Luis Sandoval perez is a registered representative with First Command Advisory Services. He is active in both the Broker-Dealer and Investment Advisor scopes. Jose Luis Sandoval perez has been in the industry since 2020 and has passed the Series 66, Series 7TO, and SIE exams. Jose Luis Sandoval perez is registered in California, Colorado, Michigan and Texas. He is also registered as an Investment Advisor in Texas. Jose Luis Sandoval perez specializes in financial planning and portfolio management for individuals.
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.
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.
1
2
TX
06/25/2020 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 02/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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