Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricky? Claim Your ProfileRicky Vu Perez is an investment advisor representative with Falcon Wealth Planning, Inc. based in Ontario, CA. Ricky has been in the financial services industry since 2021. Ricky holds a Series 65 license and has experience in financial planning and portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Selection of other advisers fees
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CA
12/19/2023 - Present
Falcon Wealth Planning, Inc. (ONTARIO CA)
IA
Issued 05/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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