Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Marcela Perez is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Laura has over 10 years of experience in the financial services industry. Laura holds Series 7, 66, and SIE licenses and is registered to offer securities and investment advisory services in several states. Laura specializes in working with individuals, businesses, pension plans, charitable organizations, and insurance companies. Laura's areas of expertise include portfolio management, financial planning, and retirement planning. Laura is committed to providing her clients with personalized financial advice and investment strategies that meet their unique needs and goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
04/08/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Jericho NY)
BOTH
Issued 04/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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