Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Louis Perez is a financial advisor who has been in the industry for over 10 years. Mark is currently registered with Paradigm Wealth Advisory LLC in both New Jersey and Florida. Prior to joining Paradigm Wealth Advisory LLC, Mark was registered with LPL Financial LLC. Mark holds the Series 66, Series 7, and SIE exams. Mark offers financial planning and portfolio management services to individuals and businesses. Mark is committed to helping his clients achieve their financial goals.
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.
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.
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NJ
09/25/2019 - Present
Paradigm Wealth Advisory LLC (BRIDGEWATER NJ)
FL
12/13/2017 - 06/27/2018
LPL FINANCIAL LLC (WINDERMERE FL)
BOTH
Issued 05/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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