Victor Luis Perez

Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 01/2018
  Signator Investors, Inc
  Rosemont, IL
• 06/2014 → 01/2018
  Platinum Wealth Solutions, Llc
  Rosemont, IL
• 02/2018 → 04/2018
  Unemployed
  Chicago, IL
• 05/2018 → 06/2019
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 05/2018 → 06/2019
  J.P. Morgan Securities, Llc
  Chicago, IL
• 07/2019 → 07/2022
  Icma-Rc Services, Llc
  Washington, DC
• 08/2022 → Present
  Nationwide Investment Services Corporation
  Columbus, OH

Previous Registrations

• 2019-07-17 → 2022-07-27
  Missionsquare Retirement
  Chicago, IL
  Washington, DC
  Chicago, IL
  Chicago, IL
• 2018-05-17 → 2019-07-10
  J.P. Morgan Securities Llc
  Chicago, IL
• 2014-06-20 → 2018-02-05
  Signator Investors, Inc.
  Rosemont, IL
• 2012-10-04 → 2014-06-25
  Msi Financial Services, Inc.
  Chicago, IL
  Downers Grove, IL

Other Businesses

--Position: Tournament Director Company/Employer: Chicago Judo Black Belt Association Location: Chicago, IL Start Date: 08/01/2023 Hours Devoted Monthly: 4 Hours During Trading Hours: 0 Investment Related: No

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-18
• S63 Uniform Securities Agent State Law Examination
  2010-11-08

Designations

• Chartered Financial Consultant

Other Names

• Victor Perez
• Victor L Perez