Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Elena Perez is a registered representative with BMO Capital Markets Corp. based in Chicago, IL. Maria Elena has been in the securities industry since May 23, 2017 and is registered in all 50 states and the District of Columbia. Maria Elena's areas of expertise include providing securities trading ideas and research, as well as portfolio management for pooled investment vehicles. Maria Elena is a Series 7, Series 63 and SIE licensed professional.
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.
Provision of securities trading ideas and research
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.
Fees for securities trading ideas and research
1
2
IL
05/24/2017 - Present
BMO Capital Markets Corp. (CHICAGO IL)
BC
Issued 07/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Maria Perez is the right advisor for you? Invested Better is here to help.
