Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margarita? Claim Your ProfileMargarita Perez is an investment advisor representative with City National Securities, Inc. located in Long Beach, California. Margarita has been in the industry since December 17, 1989. Margarita has passed the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, Series 24, and Series 31 exams. Margarita is registered to provide investment advice in California. Prior to joining City National Securities, Margarita worked for Cetera Advisor Networks LLC, ING Financial Partners, Inc., Multi-Financial Securities Corporation, Primevest Financial Services, Inc., KA Associates, Inc., Prudential Securities Incorporated, and Dean Witter Reynolds Inc. Margarita is a registered representative of City National Securities, Inc. and provides investment advice to individuals, high net worth individuals, corporations, businesses, charitable organizations, and pension and profit sharing plans.
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.
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.
Mutual fund fees, broker fees & transaction fees
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2
CA
07/26/2017 - Present
City National Securities, Inc. (Long Beach CA)
CA
10/03/2001 - 07/26/2017
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CT
10/29/2004 - 01/30/2007
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CO
10/29/2004 - 01/30/2007
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MN
10/29/2004 - 01/30/2007
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
06/13/1999 - 08/06/2001
KA ASSOCIATES, INC. (LOS ANGELES CA)
NY
09/17/1998 - 04/27/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/20/1989 - 06/30/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/19/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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