Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Perez is a financial professional with over 17 years of experience in the industry. Vanessa is currently registered with Deutsche Bank Securities Inc. Prior to joining Deutsche Bank Securities Inc. Vanessa was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and STONEHAVEN, LLC. Vanessa is licensed to provide investment advice and securities brokerage services. Vanessa holds Series 7, Series 66 and SIE licenses.
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.
Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls
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.
Hard dollar payments for research
1
2
FL
04/03/2023 - Present
Deutsche Bank Securities Inc. (MIAMI FL)
NY
06/23/2010 - 02/15/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/06/2008 - 10/15/2008
STONEHAVEN, LLC (NEW YORK NY)
NY
04/17/2003 - 09/06/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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