Janel Perez is a registered investment advisor, based in Coral Gables, FL, with 25 years of industry experience.
Location
3011 Ponde De Leon, Suite 1410, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Janel is a Senior Vice President at Insigneo Advisory Services since April 2021, dedicating minimal time to this role during security trading hours. She also owns Cojimar Holdings LLC, a pass-through entity for tax and expense purposes, and spends full-time hours on this.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations5 states
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