Unclaimed
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.
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.
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.
1
2
IL
11/12/2015 - Present
Calamos Financial Services LLC (NAPERVILLE IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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