Saul Obdiel Perez

Current Employers

Employment History

• 05/2016 → 03/2018
  Wells Fargo Bank
  San Bernardino, CA
• 04/2019 → 12/2021
  Chase Bank
  Fontana, CA
• 03/2018 → 04/2019
  Crown Toyota
  Ontario, CA
• 12/2021 → 09/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2022 → 08/2022
  Northwestern Mutual Investment Services Llc
  Anaheim, CA
• 04/2022 → 08/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2022 → 11/2022
  Massmutual Pacific Coast
  Irvine, CA
• 11/2022 → 02/2024
  Mutual Of Omaha Insurance Company
  Ontario, CA
• 01/2023 → 01/2024
  Mutual Of Omaha Investor Services
  Ontario, CA
• 03/2022 → 04/2024
  Revamp Financial, Llc
  Victorville, CA
• 04/2024 → 08/2024
  Guardian Life Insurance
  Irvine, CA
• 04/2024 → 08/2024
  Park Avenue Securities
  Irvine, CA
• 08/2024 → Present
  Portfolio Medics
  Bonita Springs, FL
• 08/2024 → Present
  Revamp Financial
  Victorville, CA

Previous Registrations

• 2024-04-29 → 2024-09-06
  Park Avenue Securities Llc
  Irvine, CA
• 2023-03-27 → 2023-12-19
  Mutual Of Omaha Investor Services, Inc.
  Ontario, CA
  Los Angeles, CA
  Phoenix, AZ

Other Businesses

Mr. Perez has the following Outside Business Activity. He is an independent Insurance Agent and independent Mortgage Broker through Revamp Financial. In this role he provides insurance services including transactions in annuities and mortgage brokerage services to individuals. He spends approximately 25 hours a week in this endeavor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-25
• S63 Uniform Securities Agent State Law Examination
  2019-10-09

Other Names

• Saul O Perez
• Saul Perez
• Saul Obdiel Perez
• Saul Perez