Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Perez is a registered investment advisor with Pinnacle Associates, Ltd.. Edgar has been in the financial services industry since 1995. Edgar has a Series 7 and Series 63 license. Previously, Edgar worked at MATRIX CAPITAL GROUP, INC. and DAVID LERNER ASSOCIATES, INC.. Edgar specializes in portfolio management, financial planning, and managing investments for high net worth individuals, trusts and endowments, pension plans, and pooled investment vehicles. Edgar works out of the firm's office in New York City.
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.
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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NY
10/28/2002 - Present
Pinnacle Associates, Ltd. (NEW YORK NY)
NY
11/05/2001 - 07/14/2009
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
NY
08/25/1995 - 05/01/2001
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 08/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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