Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saul? Claim Your ProfileSaul Obdiel Perez is an investment advisor representative with Portfolio Medics, LLC. Saul has been in the industry for over 5 years and has experience working with individual and high-net-worth clients. Saul holds the Series 63, 65, and SIE licenses. Saul has worked with various firms over the years including Mutual of Omaha Investor Services, Inc., Northwestern Mutual Investment Services, LLC, and J.P. Morgan Securities LLC. Saul also provides insurance and mortgage services through Revamp Financial. Saul's firm Portfolio Medics, LLC is a Registered Investment Advisor (RIA) based in Bonita Springs, FL. The firm provides financial planning, portfolio management, and pension consulting services.
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.
Helps you choose top advisors aligned with your financial 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.
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2
CA
08/14/2024 - Present
Portfolio Medics, LLC (Victorville CA)
CA
04/05/2024 - 09/06/2024
PARK AVENUE SECURITIES LLC (IRVINE CA)
CA
02/10/2023 - 12/19/2023
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (ONTARIO CA)
CA
01/25/2022 - 06/13/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Anaheim CA)
CA
07/29/2019 - 12/02/2021
J.P. MORGAN SECURITIES LLC (FONTANA CA)
IA
Issued 03/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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