Position:
Director of Investments at Capitalwise
Location:
Houston, Texas, United States
Found email addresses for Fernando Pérez:
Found phone for Fernando Pérez:
Mar 2026 - Current
Nov 2024 - Mar 2026
Apr 2024 - Nov 2024
Jul 2022 - Mar 2024
Jan 2018 - Jun 2022
Nov 2019 - Feb 2020
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.
The University of Texas at El Paso
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.