Fernando Pérez

Fernando Pérez: Email & Phone Number

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Director of Investments at Capitalwise|Houston, Texas, United States

Position:

Director of Investments at Capitalwise

Location:

Houston, Texas, United States

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Last updated: 2026-06-10
Updated: 2026-06-10

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Work Experience 8 years

Director of Investments at Capitalwise

Mar 2026 - Current

Investment Operations Manager at Capitalwise

Nov 2024 - Mar 2026

High Net Worth Associate at Fidelity Investments

Apr 2024 - Nov 2024

Financial Advisor at Merrill Lynch

Jul 2022 - Mar 2024

Web Developer at The University of Texas at El Paso

Jan 2018 - Jun 2022

Specialist at Apple

Nov 2019 - Feb 2020

Fernando Pérez started working in 2018, then the employee has changed 4 companies and 5 jobs. On average, Fernando Pérez works for one company for 1 year 5 months.

Fernando is proficient in English, Espanhol, and Português. Their professional focus is Annual Reviews, Atendimento ao Cliente, and Broker-Dealer Compliance across 3 core areas.

Fernando holds Chartered Retirement Planning Counselor, Finra series 66, and FINRA License Series 7 certifications.

Education

The University of Texas at El Paso

Fernando Pérez Namesakes

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Fernando Perez
Perez Photography
Freelance Photographer
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FERNANDO PEREZ
Self-employed
Comprador
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Fernando Perez
English Second Language Instructor
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