Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Antonio Perez is a registered representative with Equitable Advisors, LLC. Carlos has been in the industry since 2006 and has a Series 66 license. Carlos has been actively registered in 15 states and is also registered as an investment advisor representative in 14 states. Carlos has 1 approved state exam, 2 product exams, and 1 principal exam. Carlos also works as a part-time P&C insurance sales agent. Carlos is a financial advisor dedicated to helping individuals and families achieve their financial goals. Carlos provides financial planning, pension consulting, educational seminars, and portfolio management services to a variety of clients. Carlos is committed to providing personalized service and helping clients understand their financial options.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
07/18/2019 - Present
Equitable Advisors, LLC (POUGHKEEPSIE NY)
BOTH
Issued 11/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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