Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Persio? Claim Your ProfilePersio Anthony Perez is a financial professional with over two decades of experience in the financial services industry. Persio has a broad range of experience in the securities industry, including experience as a Municipal Securities Principal and as a General Securities Principal. Persio is currently registered with BCP Securities, Inc. and is licensed in multiple states.
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
CA
03/07/2018 - Present
BCP Securities, Inc. (Malibu CA)
CA
05/21/2009 - 03/05/2018
BARCLAY INVESTMENTS LLC (SANTA MONICA CA)
NY
05/04/2006 - 05/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/20/2001 - 05/10/2006
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
01/16/1996 - 05/31/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1995
Series 3 - National Commodity Futures Examination
BC
Issued 08/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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