Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael T. Perez is a financial advisor with Edgewater Capital, LLC, located in Santa Ana, CA. Michael T. Perez has over 1 year of experience in the industry. He is registered with the state of California. Michael T. Perez holds the following licenses: Series 63, SIE, Series 79TO. Michael T. Perez was previously employed with Houlihan Lokey Capital, Inc. in Los Angeles, CA.
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.
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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2
CA
12/04/2020 - Present
Edgewater Capital, LLC (SANTA ANA CA)
CA
12/10/2018 - 10/07/2020
HOULIHAN LOKEY CAPITAL, INC. (LOS ANGELES CA)
BC
Issued 12/28/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2018
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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