Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maribel? Claim Your ProfileMaribel Perez is a registered investment advisor representative with Principal Securities, Inc., a firm with over 849 licensed agents and 1349 investment advisory functions. Maribel has been in the financial services industry for over 24 years, holding active registrations in New Jersey, Connecticut, Massachusetts, New York and Pennsylvania. Maribel has a strong background in financial planning and has successfully served a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Maribel holds Series 7, 63, and 66 licenses as well as the Securities Industry Essentials (SIE) designation. Maribel is also a designated bank officer for Principal Bank and Principal Trust Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NJ
11/15/2006 - Present
Principal Securities, Inc. (ROCKAWAY NJ)
BOTH
Issued 11/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Maribel Perez is the right advisor for you? Invested Better is here to help.
