Ferdinand Perez is a registered investment advisor, based in Virginia Beach, VA, with 29 years of industry experience.
Location
4429 Bonney Rd., Suite 450, Virginia Beach, VA, 23462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ferdinand is an independent insurance agent for various companies since 2002, dedicating a few hours per week. He is also an advisory representative of a RIA, spending about half his time on this. Additionally, Ferdinand is an owner/partner of Retirement Planning Solutions, LLC, spending about 10-20% of his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
MML Investors Services, LLC
MML Investors Services, LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Raymond James Financial Services, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.