Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carley? Claim Your ProfileCarley Peraza is a financial advisor with Global Retirement Partners LLC in SAN RAFAEL, CA. Carley has been in the industry since 2008 and has worked with Ameriprise Financial Services, LLC, J.P. Morgan Securities LLC, and Chase Investment Services Corp. Carley is a registered investment advisor in California and holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Carley specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Carley also provides selection of other advisors for her clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
CA
05/09/2023 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
07/22/2015 - 05/04/2023
AMERIPRISE FINANCIAL SERVICES, LLC (San Diego CA)
CA
01/17/2013 - 08/07/2015
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
AZ
10/02/2008 - 01/06/2012
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
IA
Issued 04/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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