Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nelson? Claim Your ProfileNelson Jesus Perez is a financial professional with over 2 years of experience in the financial services industry. Nelson is currently registered with Fidelity Brokerage Services LLC and has a Series 7TO, Series 63, and SIE licenses. Nelson was previously registered with THINKEQUITY LLC, GREENBIRD CAPITAL LLC, and SW FINANCIAL. Nelson holds registrations in 53 states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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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RI
02/14/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
NY
01/05/2022 - 10/13/2022
THINKEQUITY LLC (New York NY)
FL
09/21/2021 - 11/05/2021
GREENBIRD CAPITAL LLC (BOCA RATON FL)
NY
08/26/2021 - 09/20/2021
SW FINANCIAL (MELVILLE NY)
BC
Issued 09/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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