Umberto Perez
Purshe Kaplan Sterling Investments
Financial Planner in Miami, FL
Address:740 Aledo Ave
Miami, FL 33134
About Umberto Perez
Umberto Perez is a financial professional at Purshe Kaplan Sterling Investments located in Miami, Florida. Umberto Perez holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S65, S66 and S7. 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
Umberto 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:
Umberto Perez740 Aledo Ave
Miami, FL 33134
Phone Number:
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Website:
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