Daniel Perez, CFP
Fidelity Investments
Certified Financial Planner in Coral Gables, FL
Address:121 Alhambra Plz Ste 150
Coral Gables, FL 33134
About Daniel Perez
Daniel Perez is a financial professional at Fidelity Investments located in Coral Gables, Florida. Daniel Perez holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Daniel Perez provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Daniel Perez121 Alhambra Plz Ste 150
Coral Gables, FL 33134
Phone Number:
Click to Show
Website:
http://Fidelity.com
More Certified Financial Planners
Looking for a financial advisor located near Coral Gables, Florida? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.