Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Maria Perez is a registered representative with Neuberger Berman BD LLC. Courtney Maria Perez is licensed in New Jersey and New York and has been in the industry since March 24, 2011. Courtney Maria Perez has passed the Series 66, Series 7, and SIE exams. Courtney Maria Perez holds the Certified Financial Planner designation.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/23/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
BOTH
Issued 03/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Courtney Perez is the right advisor for you? Invested Better is here to help.
