Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene H. Perez is a financial advisor with Sanctuary Advisors, LLC. Rene has been in the financial industry since 2001. Rene is a registered representative in Texas and Colorado. Prior to joining Sanctuary Advisors, LLC, Rene worked at Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Rene holds Series 6, 7, 63 and 66 securities licenses, and the SIE exam. Rene specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
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
IN
06/11/2021 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
TX
01/03/2011 - 06/17/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
11/15/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN ANTONIO TX)
TX
04/17/2001 - 11/14/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
BOTH
Issued 12/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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