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Marco Antonio Perez

Insight Securities, Inc.

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About Marco Antonio Perez

Marco Antonio Perez is a financial professional with Insight Securities, Inc. Marco is licensed to offer securities and investment advice, holding Series 7TO, SIE, 66, and 24 licenses. Marco Antonio has been in the industry since February 2023. Marco Antonio specializes in helping individuals, corporations, and high-net-worth clients with their financial needs. Insight Securities, Inc. is a registered investment advisor with a focus on providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Marco Perez is currently registered with Insight Securities, Inc.. Insight Securities, Inc. is an Illinois-based corporation formed in November 1970 that provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm has over 10 years of experience and manages over $147 million in regulatory assets under management. They are registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Insight Securities, Inc.

600 CENTRAL AVE.

HIGHLAND PARK, IL 60035

$147.73M

Assets Under Management

Not reported

Total Clients

47

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marco Perez’s Registration & Firm History

IL

02/21/2023 - Present

Insight Securities, Inc. (HIGHLAND PARK IL)

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Licenses & Designations

BOTH

Issued 06/12/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2023

Series 24 - General Securities Principal Examination

BC

Issued 02/21/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marco Antonio Perez.
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