Melvin Perez (CRD# 2949598) is an Investment Advisor Representative working at Provenance Wealth Advisors in Miami, FL and has over 26 years of experience in the finance industry. Melvin Perez has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pwa Securities, LLC | Miami, FL | Aug 2023 - Current | 1 |
| N/a | Cutler Bay, FL | Oct 2020 - Current | 3 |
| Provenance Wealth Advisors | Miami, FL | Oct 2017 - Current | 6 |
| Providence Global Advisors LLC | Cutler Bay, FL | Oct 2017 - Current | 6 |
| Raymond James Financial Services Advisors Inc. | Miami, FL | Nov 2017 - Aug 2023 | 5 |
| Raymond James Financial Services, Inc. | Miami, FL | Oct 2017 - Aug 2023 | 5 |
| Raymond James & Associates, Inc. | Coral Gables, FL | Feb 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management2,616MILLIONS
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Total Number of Accounts2,046ACCOUNTS
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Average Account Value$1,278,400
- A percentage of assets under your management
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