Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sujeire? Claim Your ProfileSujeire Perez is a registered representative with Wells Fargo Clearing Services, LLC. Sujeire has been in the industry since February 10, 2005. Sujeire is registered with the state of California as an Investment Advisor Representative. Sujeire is also a registered principal with the firm, having passed the Series 9 and Series 10 exams. Prior to joining Wells Fargo Clearing Services, LLC, Sujeire worked for Wells Fargo Investments, LLC, in Los Angeles, California. Sujeire is currently located in the Irvine, California office.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
02/11/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
BOTH
Issued 02/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/13/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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