Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Perez is a Registered Representative with Cleveland Research Co. LLC based in CLEVELAND, Ohio. William has a Series 63 license and Series 7TO, Series 86, Series 87 licenses. William has been in the industry since 2020.
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 research reports
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.
Subscription fees for research reports
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OH
10/27/2020 - Present
Cleveland Research Co. LLC (CLEVELAND OH)
BC
Issued 12/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/11/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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