Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Vincent Perez is a financial advisor who has been in the industry since 1986. Paul is currently registered with Newedge Advisors and is licensed in several states. Paul has experience in various financial services, including investment advisory services, insurance, and financial planning. Paul has a strong background in securities, with expertise in Direct Participation Programs, investment company products, and variable contracts. Paul has a dedicated client base and manages over $10 billion in assets for his clients.
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.
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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2
LA
01/05/2023 - Present
Newedge Advisors (NEW ORLEANS LA)
LA
11/08/2007 - 01/08/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (METAIRIE LA)
LA
01/03/1995 - 11/09/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (METAIRIE LA)
MA
10/17/1988 - 01/09/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
PA
08/20/1986 - 10/29/1988
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 08/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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