Elizabeth Perez is a registered investment advisor, based in Saint Cloud, FL, with 17 years of industry experience.
Location
4935 E Irlo Bronson Memorial Hwy, Saint Cloud, FL, 34771
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Truist Investment Services, INC.
July 2020 - Present · 5 yrs 10 mos
Truist Advisory Services, INC.
July 2020 - Present · 5 yrs 10 mos
Truist Investment Services, INC.Broker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Hsbc Securities (USA) INC.
January 2010 - July 2020 · 10 yrs 6 mos
Hsbc Securities (USA) INC.Broker
June 2008 - July 2020 · 12 yrs 1 mo
J.P. Morgan Securities INC.Broker
December 2007 - January 2008 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.