Marty Lee Pereira

Current Employers

Employment History

• 11/1985 → Present
  Csmg International Ltd
  Skokie, IL
• 05/2011 → Present
  Morgan Stanley Smith Barney
  Chicago, IL
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Naperville, IL
• 01/2015 → Present
  Kestra Investment Services, Llc
  Naperville, IL

Previous Registrations

• 2011-07-20 → 2014-12-17
  Morgan Stanley
  Chicago, IL
• 2000-03-15 → 2008-12-31
  Csmg International, Ltd.
  Skokie, IL

Other Businesses

Bus Name: Partners Wealth Management Investment Related: Yes Address: 1700 Park Street, Suite 200 Naperville IL 60563 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor and Director, Research & Analytics for Partners Wealth Management Start Date: 1/7/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Research, recommendations for asset allocation and investment securities Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Bus Name: BLUELAKE WEALTH ADVISORS POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 65 START DATE: 01/01/2025 ADDRESS: 745 McClintock Dr, Ste 120, Burr Ridge IL 60527, United States DESCRIPTION: Research, recommendations for asset allocation, investment securities and personal financial planning

Exams

• S66 Uniform Combined State Law Examination
  2011-08-05
• S65 Uniform Investment Adviser Law Examination
  1999-12-29

Designations