Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Gilberto Perez is a financial professional with over 28 years of experience in the financial services industry. Mario has a strong track record of success in providing investment advice to individuals and businesses. Mario holds the Series 6, Series 26, and Series 63 licenses and is registered with PFS Investments Inc. in California. Mario provides portfolio management services to individuals and businesses and has experience working with charitable organizations, high-net-worth individuals, and corporations or other businesses.
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.
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.
1
2
CA
11/08/1994 - Present
PFS Investments Inc. (NORWALK CA)
BC
Issued 10/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mario Perez is the right advisor for you? Invested Better is here to help.
