Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Patrick Perez is a financial professional with Keybanc Capital Markets Inc.. Andrew has been in the industry for over 6 months, and holds Series 63, Series 79TO, and SIE licenses. Andrew is currently registered in California.
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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CA
08/18/2023 - Present
Keybanc Capital Markets Inc. (San Francisco CA)
BC
Issued 07/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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