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Shirley Perez pacori

UBS Securities LLC

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About Shirley Perez pacori

Shirley Perez Pacori is a registered representative with UBS Securities LLC. Shirley has been in the financial services industry for over 2 years. Shirley previously worked at CREDIT SUISSE SECURITIES (USA) LLC. Shirley has passed the Series 79TO and SIE exams.

Firm Information

Shirley Perez pacori is currently registered with UBS Securities LLC. UBS Securities LLC is a Limited Liability Company formed on June 29, 1998. The firm is registered with the SEC and in all 50 states, as well as in Puerto Rico. UBS Securities LLC has been involved in 307 regulatory events, 5 civil events, and 3 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

507

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Shirley Perez pacori’s Registration & Firm History

NY

11/20/2023 - Present

UBS Securities LLC (New York NY)

NY

08/07/2021 - 11/20/2023

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/06/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shirley Perez pacori.
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