Unclaimed
Cole Tyler Perez is a financial advisor with Fidelity Brokerage Services LLC. Cole has been in the industry since February 14th, 2024. Cole has passed the Series 63, Series 7TO and SIE exams. Cole is registered in 53 states and the District of Columbia.
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.
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2
FL
02/15/2024 - Present
Fidelity Brokerage Services LLC (JACKSONVILLE FL)
BC
Issued 03/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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