Unclaimed
Paul Perea is a financial advisor with over 7 years of experience in the industry. Paul is currently registered with Perella Weinberg Partners LP in Houston, Texas. Previously, Paul was registered with Tudor, Pickering, Holt & Co. Securities, LLC. Paul holds Series 63, 24, SIE and Series 79 licenses.
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.
1
2
TX
02/23/2018 - Present
Perella Weinberg Partners LP (Houston TX)
TX
09/04/2014 - 01/20/2021
TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)
BC
Issued 10/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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