Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Welthon? Claim Your ProfileWelthon Antonio Perez is a registered representative and investment advisor representative with LPL Financial LLC, based in NORTH MIAMI BEACH, FL. Welthon Antonio Perez has been in the industry since May 1, 2000. Welthon Antonio Perez has a total of 10 years of experience working with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., TERRA SECURITIES CORPORATION, CAPITAL BROKERAGE CORPORATION, WACHOVIA SECURITIES, INC., FIRST UNION BROKERAGE SERVICES, INC., and GKN SECURITIES CORP. in various locations across the country.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
FL
04/16/2014 - Present
LPL Financial LLC (NORTH MIAMI BEACH FL)
FL
10/01/2012 - 04/28/2014
J.P. MORGAN SECURITIES LLC (NORTH MIAMI BEACH FL)
FL
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
FL
03/19/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (MIAMI FL)
IL
01/01/2004 - 03/30/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
VA
09/09/2003 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MO
10/01/2000 - 12/20/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
11/18/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
08/14/1999 - 11/23/1999
GKN SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 07/03/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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