Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Humberto? Claim Your ProfileHumberto Rafael Perez is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Idaho Falls, ID. Humberto has been in the financial services industry since 1998 and has experience in various investment-related areas. In addition to his current role, Humberto is also a musician and is actively involved in a local band. Humberto is a dedicated and experienced professional with a proven track record of success in the financial services industry.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ID
01/19/2021 - Present
Raymond James Financial Services Advisors, Inc. (Idaho Falls ID)
MO
12/02/1998 - 06/21/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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