Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Perez is a registered investment advisor representative with SVB Wealth. Nancy is also a Chartered Financial Analyst. She provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Nancy is registered with the states of Arizona, California, Colorado, Delaware, District of Columbia, Florida, Maryland, Massachusetts, Texas, Virginia, and Washington.
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.
Planned giving, family office, wealth planning
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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FL
05/22/2024 - Present
SVB Wealth (PALM BEACH GARDENS FL)
Active
Inactive
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