Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ferdinand? Claim Your ProfileFerdinand Victa Perez is a financial advisor with Cambridge Investment Research Advisors, Inc. Ferdinand has been in the financial services industry since 1995. Prior to joining Cambridge Investment Research Advisors, Inc., Ferdinand was with Lincoln Financial Securities Corporation, MML Investors Services, LLC, CUSO Financial Services, L.P., Financial Network Investment Corporation, and Raymond James Financial Services, Inc. Ferdinand holds Series 6, 7, 63, and 65 licenses. Ferdinand provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
04/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
VA
12/26/2015 - 04/27/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (VIRGINIA BEACH VA)
VA
03/09/2006 - 01/13/2016
MML INVESTORS SERVICES, LLC (VIRGINIA BEACH VA)
CA
09/15/2005 - 03/03/2006
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
09/28/2001 - 09/16/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
03/26/2001 - 09/28/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NC
10/31/1995 - 04/06/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 08/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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