Unclaimed
Alexander Perez is a financial advisor with Fidelity Brokerage Services LLC. He holds the Series 7, Series 9, Series 10, and Series 66 licenses. Alexander Perez has been a registered representative since 2018. He has been in the financial services industry since 2018.
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.
1
2
FL
04/12/2019 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
FL
05/23/2018 - 01/03/2019
EDWARD JONES (JACKSONVILLE FL)
BOTH
Issued 06/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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