Helen Perez (CRD# 6931832) is an Investment Advisor Representative working at Wang Financial, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry. Helen Perez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bergquist Wang, LLC | Santa Barbara, CA | Apr 2013 - Current | 11 |
| Parent's Institute For Quality Education | Santa Barbara, CA | Jan 2015 - Apr 2016 | 1 |
- CA
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Total Assets Under Management72MILLIONS
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Total Number of Accounts118ACCOUNTS
-
Average Account Value$608,870
- 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
- Other
CA
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