Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalie? Claim Your ProfileNatalie Marie Perez is a licensed securities agent and investment banking representative with J.P. Morgan Securities LLC. She holds the Series 63, 79TO, and SIE exams. Natalie Perez has been active in the financial industry since December 17, 2023. Natalie Perez is registered to provide securities and investment advisory services in 53 states and the District of Columbia.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
12/18/2023 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
BC
Issued 02/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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