Buisness Development Officer @ (July 2014 - Present)
Financial Advisor @ (January 2008 - July 2014)
Life Insurance Specialist @ Mike Perez (July 2008 - Present)
Mike Pérez Skills
Estate Planning
Strategic Financial Planning
Management
Series 63
Entrepreneurship
Investments
Fixed Annuities
Finance
Retirement
401k
Strategic Planning
Investment Advisory
Insurance
Series 7
Retirement Planning
Wealth Management
Financial Planning
Mutual Funds
Mike Pérez Summary
Mike Pérez, based in McAllen, TX, US, is currently a Regional Vice President, South Texas at One Resource Group. Mike Pérez brings experience from previous roles at Revolution Wealth Management Insurance Services RGV, Revolution Wealth Management, Wells Fargo Advisors and Mike Perez. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Management, Series 63, Entrepreneurship and more.
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