Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Perez is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Anthony has been in the securities industry since 2018 and has passed the Securities Industry Essentials Examination (SIE), the General Securities Representative Examination (Series 7), and the Uniform Combined State Law Examination (Series 66). Anthony is registered to provide securities and investment advisory services in 53 states and jurisdictions. Anthony is also a registered investment advisor. Anthony has provided investment services for individuals, corporations, and other businesses. Anthony has also been involved in financial planning and pension consulting. Anthony has experience providing investment services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Anthony has worked for several organizations over the years, including Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, N.A., and Pds Group.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
12/11/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIDDLETOWN NY)
BOTH
Issued 10/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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