Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Perez is a financial advisor with over 20 years of experience in the industry. Ricardo is currently registered with Mesirow Financial, Inc. in Boca Raton, Florida. Prior to joining Mesirow Financial, Inc., Ricardo was employed by Intercoastal Capital Markets, Inc., Amherst Pierpont and Amherst Securities Group, L.P. Ricardo has passed the Series 7, Series 55, Series 57TO, and Series 63 exams.
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
FL
02/28/2022 - Present
Mesirow Financial, Inc. (BOCA RATON FL)
FL
03/18/2019 - 09/24/2020
INTERCOASTAL CAPITAL MARKETS, INC. (BOCA RATON FL)
FL
10/14/2014 - 12/19/2018
AMHERST PIERPONT (Ft Lauderdale FL)
FL
11/19/2002 - 10/14/2014
AMHERST SECURITIES GROUP, L.P. (BOCA RATON FL)
BC
Issued 12/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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