Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelo? Claim Your ProfileMarcelo Perez is a financial professional with over 8 years of experience in the financial services industry. Marcelo currently holds a Series 6, 63 and 6TO license and is registered with the state of Texas. Marcelo is affiliated with State Farm VP Management Corp., a financial services firm that has been serving clients for decades. Marcelo is committed to providing clients with comprehensive financial solutions that meet their individual needs.
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.
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.
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2
TX
10/02/2020 - Present
State Farm VP Management Corp. (Katy TX)
IL
01/26/2015 - 09/13/2018
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
FL
10/20/2010 - 11/03/2011
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
BC
Issued 03/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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