Unclaimed
Caelan Michael Perez is a registered representative with Mufg Securities Americas Inc. Caelan has been in the securities industry since 2018. Caelan holds the Series 63, Series 79TO, SIE, and Series 7 licenses. Caelan is registered in 51 states and the District of Columbia. Caelan was previously employed by CREDIT AGRICOLE SECURITIES (USA) INC.
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
NY
09/25/2019 - Present
Mufg Securities Americas Inc. (NEW YORK NY)
NY
07/18/2018 - 10/15/2019
CREDIT AGRICOLE SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 08/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Caelan Perez is the right advisor for you? Invested Better is here to help.