Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ada? Claim Your ProfileAda Perez is a financial professional with over 7 years of experience in the financial services industry. Ada is currently registered with Nylife Distributors LLC and has a Series 6, Series 63, and SIE licenses. Ada has previously worked for Paychex Securities Corporation, NYLIFE Distributors LLC, NYLIFE Securities LLC, and J.P. Morgan Securities LLC. Ada is registered to offer investment advisory services in New York and Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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NY
11/08/2022 - Present
Nylife Distributors LLC (NEW YORK NY)
NY
04/29/2022 - 10/31/2022
PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)
NY
08/07/2018 - 03/28/2022
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
07/13/2017 - 08/15/2018
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
06/23/2015 - 06/22/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 07/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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