Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Kaye Perez is an Investment Advisor Representative with Portside Wealth Group, LLC. Melinda is registered with the state of Utah. Melinda has experience working with individuals, businesses, charitable organizations, pension and profit-sharing plans, and corporations. Melinda is also a licensed insurance agent and has experience in financial planning. Melinda focuses on building relationships and providing personalized advice to meet each client’s unique 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.
Guidance on pension options to ensure a secure financial future.
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.
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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UT
04/25/2023 - Present
Portside Wealth Group, LLC (PROVO UT)
IA
Issued 06/13/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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