Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perlita? Claim Your ProfilePerlita B. Martin-hebert is a financial professional with over 17 years of experience in the financial services industry. Perlita is currently registered with Centaurus Financial, Inc. and has been with the firm since May 2022. Perlita has also been a financial advisor with Pruco Securities, LLC and has a history of working with clients in Hawaii, Nevada, Oregon and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CA
07/29/2022 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
HI
06/04/2015 - 05/23/2022
PRUCO SECURITIES, LLC. (HONOLULU HI)
HI
06/26/2008 - 02/05/2009
SECURIAN FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
03/26/2003 - 05/23/2008
PRUCO SECURITIES, LLC. (HONOLULU HI)
IA
Issued 12/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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