Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur David Perez is a financial advisor registered with Fidelity Personal And Workplace Advisors. Arthur has been active in the industry since 2019. Arthur's registrations include Series 7, Series 66 and SIE. Arthur is currently registered in Colorado and Texas and is also registered in 52 other states. Arthur has been employed with Fidelity Personal And Workplace Advisors since January 2023. Prior to joining Fidelity Personal And Workplace Advisors, Arthur was employed with J. P. Morgan Securities LLC. Arthur's experience spans roles with several organizations including Ross Dept. Store, McAnany, VanCleave, Phillips (MVP), Checkers Food, General Dynamics IT, KU School of Social Welfare, University of Kansas, AXA ADVISORS, LLC, J.P. Morgan Chase Bank, N.A., First Watch and FISHER INVESTMENTS.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (LONE TREE CO)
CO
12/11/2019 - 02/02/2022
J.P. MORGAN SECURITIES LLC (LITTLETON CO)
KS
05/04/2018 - 04/23/2019
AXA ADVISORS, LLC (OVERLAND PARK KS)
BOTH
Issued 07/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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