Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lizbeth? Claim Your ProfileLizbeth Perez is a financial advisor with J.P. Morgan Securities LLC. Lizbeth has been in the industry since 2004. Lizbeth has been registered with the state of California and Texas as well as a number of other states. Lizbeth has a Series 7, Series 63, Series 66, Series 9, and Series 10 license. In addition to Lizbeth's work at J.P. Morgan Securities LLC, Lizbeth also has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Chase Investment Services Corp. Lizbeth can assist clients with financial planning, pension consulting, and portfolio management.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
04/26/2023 - Present
J.p. Morgan Securities LLC (WESTLAKE VILLAGE CA)
CA
11/10/2011 - 04/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OXNARD CA)
CA
02/12/2010 - 10/07/2011
CHASE INVESTMENT SERVICES CORP. (OXNARD CA)
CA
06/17/2004 - 12/22/2009
FIDELITY BROKERAGE SERVICES LLC (SANTA BARBARA CA)
BOTH
Issued 02/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/07/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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