Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manuel? Claim Your ProfileManuel Perez is an investment advisor representative associated with Victory Capital Management Inc. Manuel has been in the industry for over 7 years. Manuel has passed the Series 63, Series 7, Series 52, Series 24, Series 53, and Series 65 exams. Manuel has experience working with individuals, corporations, and investment companies. Victory Capital Management Inc. offers various financial advisory services including portfolio management, selection of other advisers, and financial planning. The firm has approximately 11 clients.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/01/2021 - Present
Victory Capital Management Inc. (SAN ANTONIO TX)
TX
07/23/2012 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IA
Issued 04/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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