Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mauricio? Claim Your ProfileMauricio Perea is a financial advisor with LPL Financial LLC. Mauricio has been in the financial services industry since 2006. Mauricio has a wide range of experience and has been registered to conduct business in 22 states and the District of Columbia. Mauricio has earned the Certified Financial Planner designation and holds the Series 7, 26, and 66 licenses. Mauricio is dedicated to providing his clients with personalized financial advice to help them achieve their 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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
10/30/2012 - Present
LPL Financial LLC (ALEXANDRIA VA)
VA
05/05/2008 - 10/26/2012
SUNTRUST INVESTMENT SERVICES, INC. (ARLINGTON VA)
MD
03/07/2006 - 04/28/2008
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 04/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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