Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milagros? Claim Your ProfileMilagros Ramona Perez leal is a registered investment advisor representative with Bolton Securities Corp. Milagros Ramona Perez leal is a registered representative with Bolton Securities Corp. Milagros Ramona Perez leal has been in the securities industry since 1982. Milagros Ramona Perez leal has held previous roles at Morgan Stanley, Private Client Services, LLC, Western International Securities, Inc., Citigroup Global Markets Inc., CIBC World Markets Corp., and Bear, Stearns & Co. Inc. Milagros Ramona Perez leal specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
10/21/2022 - Present
Bolton Securities Corp. (MIAMI FL)
FL
07/26/2021 - 10/20/2022
MORGAN STANLEY (Aventura FL)
FL
11/07/2019 - 07/13/2020
PRIVATE CLIENT SERVICES, LLC (CORAL GABLES FL)
FL
10/12/2018 - 11/05/2019
PRIVATE CLIENT SERVICES, LLC (CORAL GABLES FL)
FL
10/20/2006 - 10/16/2018
WESTERN INTERNATIONAL SECURITIES, INC. (Coral Gables FL)
FL
03/27/2001 - 11/10/2006
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NY
10/17/1995 - 04/03/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
04/16/1982 - 09/27/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 08/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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