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Jose Luis Perez

Calamos Financial Services LLC

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About Jose Luis Perez

Jose Luis Perez is a financial professional who has been active in the industry since November 11, 2015. Jose Luis is currently registered with Calamos Financial Services LLC. Jose Luis has passed the Securities Industry Essentials Examination and the Operations Professional Examination.

Firm Information

Jose Perez is currently registered with Calamos Financial Services LLC. Calamos Financial Services LLC is a Limited Liability Company formed on September 15, 2004. The firm is registered in 53 states and the District of Columbia, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

83

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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Jose Perez’s Registration & Firm History

IL

11/12/2015 - Present

Calamos Financial Services LLC (NAPERVILLE IL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2015

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jose Luis Perez. Review regulatory record here.
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