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German Perez

Alliancebernstein Investments, Inc.

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About German Perez

German Perez is a registered representative with Alliancebernstein Investments, Inc. German has been in the financial services industry since April 2, 2015. German holds the Series 7 and Series 63 securities licenses. German has been registered with the state of Tennessee since September 23, 2022. German was previously registered with UBS Financial Services Inc. and Wunderlich Securities, Inc.

Firm Information

German Perez is currently registered with Alliancebernstein Investments, Inc.. Alliancebernstein Investments, Inc. is a Corporation that was formed on November 15, 1983. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

197

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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German Perez’s Registration & Firm History

TN

09/23/2022 - Present

Alliancebernstein Investments, Inc. (Nashville TN)

NJ

08/28/2015 - 09/01/2022

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

TN

01/20/2015 - 07/06/2015

WUNDERLICH SECURITIES, INC. (FRANKLIN TN)

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Licenses & Designations

BC

Issued 05/17/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for German Perez.
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