Abraham Perez (CRD# 6222558) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Bellevue, WA and has over 7 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creativeone Wealth | Overland Park, KS | Jun 2023 - Current | < 1 |
| Narrativ Retirement, LLC | Bellevue, WA | Jun 2023 - Current | < 1 |
| B.o.s.s Retirement Advisors, LLC | Lehi, UT | Jun 2022 - May 2023 | < 1 |
| B.o.s.s. Retirement Solutions | Lehi, UT | Jun 2022 - May 2023 | < 1 |
| Ae Wealth Management, LLC | Topeka, KS | Nov 2016 - Oct 2022 | 5 |
| Becker Retirement Group | Bellevue, WA | Oct 2013 - Jul 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- WA
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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