Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Caba Perez is a financial advisor with Truist Advisory Services, Inc. Elizabeth has been working in the financial industry since 2008. Elizabeth has an active license to provide investment advice and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Elizabeth has also passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Elizabeth has worked for several firms, including HSBC Securities (USA) Inc. and J.P. Morgan Securities Inc. Elizabeth is also registered to provide investment advice in Florida and all 50 states.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
08/15/2022 - Present
Truist Advisory Services, Inc. (SAINT CLOUD FL)
NY
06/04/2008 - 07/24/2020
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
12/07/2007 - 01/18/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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