Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Perez is a Registered Representative at Gradient Securities, LLC. Sean has been in the industry for 16 years, and is registered with the following state securities authorities: Alaska, California, Georgia, and Texas. Sean is also a licensed Insurance Agent and sells Fixed Insurance Products. Sean specializes in providing financial planning and portfolio management services for individuals and pensions.
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.
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.
Solicitor fees
1
2
MN
09/07/2016 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
TX
07/25/2007 - 09/14/2016
ALLSTATE FINANCIAL SERVICES, LLC (SPRING TX)
TX
09/15/2006 - 07/16/2007
LINSCO/PRIVATE LEDGER CORP. (HOUSTON TX)
BOTH
Issued 12/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Perez is the right advisor for you? Invested Better is here to help.
