Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graciela? Claim Your ProfileGraciela Maria Perez is an Investment Advisor Representative with Bolton Securities Corp. Graciela has over 25 years of experience in the financial services industry. Graciela is also a co-owner and managing partner of Perez Wealth Management, LLC, and spends approximately 120 hours per month during trading hours on investment advisory duties for Bolton Global Asset Management, doing business as Perez Wealth Management, LLC.
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.
Earned based on transactions or products sold.
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.
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2
MA
12/14/2015 - Present
Bolton Securities Corp. (BOLTON MA)
MA
11/17/2015 - 12/16/2015
BOLTON SECURITIES CORPORATION (BOLTON MA)
FL
08/12/1996 - 11/10/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
IA
Issued 06/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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