Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adriana? Claim Your ProfileAdriana Perez is a registered investment advisor with Bolton Securities Corp. Adriana has been in the industry since November 2010. Adriana is currently registered with the states of Florida, New York and Texas, and holds the Series 66, Series 7 and SIE licenses. Adriana has previous experience with firms such as Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, RBC Capital Markets, LLC, and Hapoalim Securities USA, INC. Adriana specializes in working with high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans. Adriana provides a variety of advisory services including financial planning, portfolio management, and selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
12/08/2022 - Present
Bolton Securities Corp. (BOLTON MA)
FL
04/26/2019 - 08/25/2021
WELLS FARGO CLEARING SERVICES, LLC (WESTON FL)
FL
09/08/2014 - 04/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
09/18/2013 - 09/08/2014
BOLTON SECURITIES CORPORATION (MIAMI FL)
FL
09/18/2013 - 08/12/2014
BOLTON GLOBAL CAPITAL (MIAMI FL)
FL
04/11/2011 - 10/02/2013
RBC CAPITAL MARKETS, LLC (MIAMI FL)
FL
11/18/2010 - 04/04/2011
HAPOALIM SECURITIES USA, INC. (AVENTURA FL)
BOTH
Issued 08/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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