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Mark Alden Perez

Charles Schwab & CO., Inc.

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About Mark Alden Perez

Mark Alden Perez is a financial advisor associated with Charles Schwab & CO., Inc. Mark has been in the financial industry since December 1988 and is currently registered with the state of California. Mark's current registration with Charles Schwab & CO., Inc. began in April 2001. Mark has worked with M.L. STERN & CO., LLC. and SYNDICATED CAPITAL, INC. in the past. Mark holds a Series 66, Series 10, Series 9, Series 7 and SIE licenses. Mark's office is located at 9757 Wilshire Blvd, Ground Floor in Beverly Hills, California. Mark's office can be reached at 90212.

Firm Information

Mark Perez is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Mark Perez’s Registration & Firm History

CA

04/20/2001 - Present

Charles Schwab & CO., Inc. (Beverly Hills CA)

CA

01/24/2000 - 11/30/2000

M.L. STERN & CO., LLC. (BEVERLY HILLS CA)

CA

09/30/1998 - 03/31/1999

SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)

TX

11/21/1986 - 07/14/1997

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 03/30/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/24/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mark Alden Perez.
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