Invested Better
Unclaimed

Unclaimed

Unclaimed

Arturo Perez

Swbc Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Arturo? Claim Your Profile

About Arturo Perez

Arturo Perez is a registered representative with Swbc Investment Services, LLC. Arturo has been in the industry since 2019. Arturo holds a Series 52 and Series 53 license.

Firm Information

Arturo Perez is currently registered with Swbc Investment Services, LLC. Swbc Investment Services, LLC is a Limited Liability Company formed in August 2004. The firm is registered in 49 states and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Arturo Perez’s Registration & Firm History

TX

02/06/2019 - Present

Swbc Investment Services, LLC (SAN ANTONIO TX)

Not sure if Arturo Perez is right for you?

Licenses & Designations

BC

Issued 02/09/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/22/2015

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Arturo Perez.
Not sure if Arturo Perez is right for you?