Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melvin? Claim Your ProfileMelvin Ovet Perez is an Investment Advisor Representative with Provenance Wealth Advisors. Melvin has been working in the financial services industry since February 1, 1998. Melvin is a Certified Financial Planner. Melvin is registered with the Financial Industry Regulatory Authority (FINRA) and is also licensed in several states.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio consulting 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.
A percentage of the total value of assets under management is charged.
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2
FL
08/28/2023 - Present
Provenance Wealth Advisors (Miami FL)
FL
10/30/2017 - 08/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIAMI FL)
FL
02/13/2013 - 10/30/2017
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
FL
10/06/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
FL
09/20/2005 - 10/07/2009
COLONIAL BROKERAGE, INC. (MIAMI FL)
MA
09/05/2003 - 09/16/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
06/21/2001 - 09/09/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MO
10/01/2000 - 06/15/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
06/16/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
04/01/1998 - 05/05/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
12/15/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
BOTH
Issued 02/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 12/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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