Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Glad? Claim Your ProfileGlad Perez is a financial advisor with Aurora Private Wealth, Inc. based in Rockaway, NJ. Glad is a licensed financial professional with a long history in the financial services industry, having worked in various roles at firms like LPL Financial LLC and Purshe Kaplan Sterling Investments. Glad holds the Series 7, Series 66 and SIE securities licenses and is registered as an Investment Advisor Representative in New Jersey, North Carolina and Florida. Glad is passionate about helping individuals, families, and businesses achieve their financial goals. Glad works with her clients to develop personalized financial plans, including retirement planning, investment management, and college savings. Glad specializes in providing financial advice and financial planning services, as well as portfolio management for individuals and businesses.
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.
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.
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2
NJ
01/03/2019 - Present
Aurora Private Wealth, Inc. (ROCKAWAY NJ)
NJ
05/02/2016 - 11/05/2018
PURSHE KAPLAN STERLING INVESTMENTS (Basking Ridge NJ)
NJ
10/05/2009 - 05/02/2016
LPL FINANCIAL LLC (BASKING RIDGE NJ)
BOTH
Issued 10/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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