Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Perrine is a financial advisor with over 10 years of experience in the industry. Michael is currently registered with Fidelity Personal And Workplace Advisors in San Antonio, Texas. Prior to joining Fidelity, Michael worked at Equitable Advisors, LLC and USAA Investment Services Company. Michael has a Series 7, Series 66, and SIE license. Michael specializes in retirement planning, investment management, and estate planning. Michael provides financial planning services to individuals, families, and businesses. Michael's approach is to work closely with clients to understand their financial goals and develop a personalized plan to help them achieve their objectives.
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.
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.
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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2
TX
04/05/2024 - Present
Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)
TX
08/02/2023 - 01/30/2024
EQUITABLE ADVISORS, LLC (SAN ANTONIO TX)
TX
06/08/2020 - 06/18/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
10/08/2013 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
MO
03/20/2013 - 05/07/2013
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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