Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Javier Perez is an investment advisor representative with Skyview Investment Advisors, LLC. Francisco has a broad range of experience in the financial services industry, with a particular focus on institutional clients. Francisco is also a director at BlackPoint Capital, a subsidiary of Skyview Investment Advisors, LLC. Francisco Javier Perez is a highly experienced and qualified financial advisor with a strong track record of success.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
04/02/2018 - Present
Skyview Investment Advisors, LLC (Orlando FL)
IN
12/01/2016 - 10/24/2023
COMMENDA SECURITIES, LLC (ZIONSVILLE IN)
BC
Issued 12/09/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2021
Series 24 - General Securities Principal Examination
BC
Issued 11/27/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/10/2019
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/01/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/07/2015
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Francisco Perez is the right advisor for you? Invested Better is here to help.
