Melvin Perez, CFP
provenance Wealth Advisors
Certified Financial Planner in Miami, FL
Address:200 S. Biscayne Boulevard Seventh and Eighth Floors
Miami, FL 33131
About Melvin Perez
Melvin Perez is a financial professional at provenance Wealth Advisors located in Miami, Florida. Melvin 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
Melvin 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:
Melvin Perez200 S. Biscayne Boulevard Seventh and Eighth Floors
Miami, FL 33131
Phone Number:
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Website:
https://www.provwealth.com
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