Lisette Perez
Lisette Perez is a registered investment advisor at Ameriprise Financial Services, LLC, based in Winter Park, FL, with 15 years of industry experience. Lisette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2709 W Fairbanks Ave, Ste 100, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2016Other Business ActivitiesSells Insurance
Lisette is an independent insurance broker for multiple companies, including American National, AXA Equitable, and others, since 2021. She also serves on the Advisory Board for Vizcarrondo, dedicating minimal time to this role since September 2023.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Popular Securities, LLC
Popular Securities, LLCBroker
Citi International Financial Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Santander SecuritiesBroker
State Registrations25 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.