FP
FP

Francisco Perez

14 Years of Experience
Orlando, FL
Broker

Francisco Perez is a registered investment advisor, based in Orlando, FL, with 14 years of industry experience.

Location

Orlando, FL

Get directions

History

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 →
Other Business Activities

Francisco is involved in several outside business activities, including serving as a board member for Orlando City Foundation, a director at BlackPoint Capital, and an institutional relationship manager at Skyview Investment Advisor. He also dedicates about a quarter of his time to Skyview Investment Advisor and a few hours per week to Commenda Asset Resolution and The MedTech Digest.

Employment History
Current Registrations
Finalis Securities LLCBroker
May 2023 - Present · 2 yrs 11 mos
Finalis Securities LLC
May 2023 - Present · 2 yrs 11 mos
Skyview Investment Advisors, LLC
April 2018 - Present · 8 yrs
Previous Registrations
Commenda Securities, LLCBroker
December 2016 - October 2023 · 6 yrs 10 mos
Bpv Capital Management, LLC
March 2016 - August 2016 · 5 mos
Bpv Resources, LLC
September 2010 - September 2015 · 5 yrs
State Registrations2 states
FLNJ
AdvisorBroker

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.

Exams
No exam information available for this advisor.
Francisco Perez - Financial Advisor | TrueAdvisor