Michael Joseph Perez

Current Employers

Employment History

• 08/1992 → 03/2020
  Ameriprise Financial Services, Inc.
  Dublin, OH
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Columbus, OH

Other Businesses

Business Ownership; Practice Leadership and Operations, LLC; Management of financial planning practice; This is for the management and shared operations of our financial planning practices.; 445 Hutchinson Ave., Suite 200, , Columbus, OH, 43235; Investment-Related; 10/01/2021; 20 to 39 hours per month; 20 to 39 during trading hours / Chico Management LLC; Management of the financial planning practice.; This is for the management and shared operations of our financial planning practices.; 445 Hutchinson Ave., Suite 200, , Columbus, OH, 43235; Investment-Related; 10/28/2021; 20 to 39 hours per month; 20 to 39 during trading hours. Board of Directors; Buckeye Lake Yacht Club; Governor; 5019 N. Bank, PO Box 867, , Buckeye Lake, OH, 43008; Not Investment-Related; 10/13/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Chico Management, LLC; Owner - Management of the financial planning practice.; Used to pay me for the work I do in the financial planning practice.; 445 Hutchinson Ave., Suite 200, , Columbus, OH, 43235; Investment-Related; 10/28/2021; 20 to 39 hours per month; 20 to 39 during trading hours. Other Business Activities; Book Publishing; I am publishing a book on faith and finances that will be distributed to clients, prospects and the general public.; 5863 Dyrham Park, , Dublin, OH, 43017; Investment-Related; 05/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-17
• S63 Uniform Securities Agent State Law Examination
  1996-04-15