Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pablo? Claim Your ProfilePablo Perez is a financial advisor with Brookfield Oaktree Wealth Solutions LLC. Pablo has been in the financial services industry since April 6, 2004. Pablo has a Series 7, Series 63, and SIE license. Pablo is registered in Arizona, California, Florida, Louisiana, New York, Puerto Rico, and Texas. Pablo previously worked at AllianceBernstein Investments, Inc.
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
NY
10/11/2022 - Present
Brookfield Oaktree Wealth Solutions LLC (New York NY)
FL
03/26/2004 - 09/28/2022
ALLIANCEBERNSTEIN INVESTMENTS, INC. (MIAMI FL)
BC
Issued 12/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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