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Maria leilani Reyes Perez

Atlantic Investments A Registered Investment Advisor, Inc.

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About Maria leilani Reyes Perez

Maria leilani Reyes Perez is a Registered Investment Advisor representative with Atlantic Investments A Registered Investment Advisor, Inc. based in Los Angeles, CA. Maria leilani Reyes Perez has been a Registered Nurse since 1994 and became a Registered Investment Advisor representative in 2021. Maria leilani Reyes Perez provides financial planning and selection of other advisers services to her clients.

Firm Information

Maria leilani Perez is currently registered with Atlantic Investments A Registered Investment Advisor, Inc.. Atlantic Investments A Registered Investment Advisor, Inc. is a Registered Investment Advisor with 2 licensed agents and 2 investment adviser representatives. The firm offers financial planning and selection of other advisors.

Not reported

Assets Under Management

212

Total Clients

39

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.

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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other

Referral fees

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Maria leilani Perez’s Registration & Firm History

CA

06/17/2021 - Present

Atlantic Investments A Registered Investment Advisor, Inc. (Montclair CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria leilani Reyes Perez.
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