Roberta Perez
Wells Fargo Advisors, Llc
Financial Planner in Racine, WI
Address:1700 Dr Martin Luther King Dr
Racine, WI 53404
About Roberta Perez
Roberta Perez is a financial professional at Wells Fargo Advisors, Llc located in Racine, Wisconsin. Roberta Perez holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63, 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
Roberta 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:
Roberta Perez1700 Dr Martin Luther King Dr
Racine, WI 53404
Phone Number:
Click to Show
Website:
More Certified Financial Planners
Looking for a financial advisor located near Racine, Wisconsin? 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.