Susan PerezCRD Number: 6317232
Current Firm: Protected Investors Of America
Susan Perez (CRD# 6317232) is an Investment Advisor Representative working at Protected Investors Of America in Oakland, CA and has over 2 years of experience in the finance industry.
Fairway Asset Management, Inc.
Prosperity Financial Group, Inc.
Buttonwood Financial Inc.
|Protected Investors Of America||San Francisco, CA||Mar 2014 - Current||2|
|Self-employed||San Francisco, CA||Mar 2013 - May 2014||1|
|Ihsp | Cna | Nnu||Oakland, CA||Oct 2011 - Mar 2013||1|
|New School University||New York, NY||Oct 2004 - Jan 2013||8|
|Institute For Americas Future||Washington, DC||Oct 2008 - Jun 2009||< 1|
|Edward Nell, Et. Al.||New York, NY||May 2007 - Jul 2008||1|
|Berkeley Economic Research Associates||Berkeley, CA||May 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management608MILLIONS
Total Number of Accounts2,142ACCOUNTS
Average Account Value$283,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, OH, OK, OR, PA, SC, TX, UT, VA, VT, WA, WI
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