Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Luis Perich is a registered investment advisor representative with Creand Management. Jose Luis Perich has been in the financial services industry since 2004. Jose Luis Perich has held previous roles at EFG Capital International, A.G.P. / ALLIANCE GLOBAL PARTNERS, CITIGROUP GLOBAL MARKETS INC., HAPOALIM SECURITIES USA, INC., INTL FCSTONE SECURITIES INC., VECTORGLOBAL WMG, MERCANTIL COMMERCEBANK INVESTMENT SERVICES, NEWBRIDGE SECURITIES CORPORATION, and TRADERIGHT SECURITIES. Jose Luis Perich's experience includes a diverse range of financial services expertise, including investment advisory, brokerage, and principal roles. Jose Luis Perich holds Series 4, 7, 24, 27, 55, 63, and 65 licenses. Jose Luis Perich provides financial planning services, portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General economic advice
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.
12b-1 fees
1
2
FL
06/19/2024 - Present
Creand Management (MIAMI FL)
FL
07/22/2022 - 12/01/2022
EFG CAPITAL INTERNATIONAL (MIAMI FL)
FL
09/05/2019 - 06/30/2022
A.G.P. / ALLIANCE GLOBAL PARTNERS (Miami FL)
FL
07/25/2018 - 09/16/2019
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
12/01/2014 - 08/07/2017
HAPOALIM SECURITIES USA, INC. (AVENTURA FL)
FL
01/09/2013 - 12/01/2014
INTL FCSTONE SECURITIES INC. (MIAMI FL)
FL
02/15/2011 - 04/04/2012
VECTORGLOBAL WMG (MIAMI FL)
FL
10/05/2004 - 03/31/2009
MERCANTIL COMMERCEBANK INVESTMENT SERVICES (CORAL GABLES FL)
FL
04/22/2003 - 06/16/2004
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
IL
03/22/1999 - 01/03/2003
TRADERIGHT SECURITIES (LOCKPORT IL)
IA
Issued 10/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2013
Series 4 - Registered Options Principal Examination
BC
Issued 08/15/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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