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Caribel Colon

Perennial Financial Services

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About Caribel Colon

Caribel Colon is a financial advisor with Perennial Financial Services, based in Astoria, New York. Caribel has been in the financial services industry since January 9, 2020, and holds Series 7TO, SIE, 63, and 66 licenses. Caribel has a strong focus on providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies.

Firm Information

Caribel Colon is currently registered with Perennial Financial Services. Perennial Financial Services is a Los Angeles, CA-based registered investment advisor with 32 investment advisor representatives and a total of $1,483,758,945 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Perennial Financial Services also offers a wrap fee program and assists clients with the selection of other advisors.
Perennial Financial Services

11620 WILSHIRE BOULEVARD

LOS ANGELES, CA 90025

$1.48B

Assets Under Management

Not reported

Total Clients

33

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caribel Colon’s Registration & Firm History

NY

09/06/2024 - Present

Perennial Financial Services (ASTORIA NY)

NY

01/10/2020 - 09/04/2024

MML INVESTORS SERVICES, LLC (New York NY)

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Licenses & Designations

BOTH

Issued 01/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caribel Colon.
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