Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Hull Perez is a financial advisor with over 5 years of experience in the financial services industry. Alexander Hull Perez is currently registered with Raymond James & Associates, Inc. and holds Series 6, 7TO, 63 and 66 licenses. Previously, Alexander Hull Perez has worked with Northwestern Mutual Investment Services, LLC, Morgan Stanley and Wells Fargo Clearing Services, LLC. Alexander Hull Perez provides financial advice to individuals, businesses, corporations, trusts, estates, charitable organizations, and retirement plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/05/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
03/01/2022 - 07/26/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ST PETERSBURG FL)
FL
11/12/2020 - 06/30/2021
MORGAN STANLEY (Tampa FL)
FL
03/28/2017 - 10/27/2020
WELLS FARGO CLEARING SERVICES, LLC (SAINT PETERSBURG FL)
BOTH
Issued 01/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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