Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Alberto Perez is an investment advisor representative associated with Evart, Young & Hobbs Investment Management. Carlos has been in the industry since August 1996 and has a Series 65 license. Carlos has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. In addition to his work as an investment advisor representative, Carlos also owns and manages real estate properties.
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.
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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CA
09/23/2014 - Present
Evart, Young & Hobbs Investment Management (REDWOOD CITY CA)
IA
Issued 09/23/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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