Best Investors Account Sign in

Jorge Luis Perez

Equitable Advisors, LLC

Miami, FL

Claim This Profile
Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-12-01
  • FL RA
    APPROVED
    Since 2020-12-01

Branch Locations

9130 S. Dadeland Blvd. Suite 1400, Miami, FL 33156 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hsbc Bank Usa, N.A. Miami FL 05/2006 06/2020
Hsbc Securities (Usa) Inc. Miami FL 05/2006 06/2020
Equitable Miami FL 11/2020 Present
Equitable Advisors Llc New York NY 11/2020 Present
Unemployed Miami FL 06/2020 11/2020
  • 05/2006 → 06/2020
    Hsbc Bank Usa, N.A.
    Miami, FL
  • 05/2006 → 06/2020
    Hsbc Securities (Usa) Inc.
    Miami, FL
  • 11/2020 → Present
    Equitable
    Miami, FL
  • 11/2020 → Present
    Equitable Advisors Llc
    New York, NY
  • 06/2020 → 11/2020
    Unemployed
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-17
S63 Uniform Securities Agent State Law Examination 2011-05-27
  • S66 Uniform Combined State Law Examination
    2016-08-17
  • S63 Uniform Securities Agent State Law Examination
    2011-05-27
Other Names
  • Jorge Perez
  • Jorge L Perez

View on SEC IAPD

Other Firms

HOLLANDER ASSET MANAGEMENT LLC
GFG CAPITAL
XP ADVISORY US, INC.
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.
PILOTAI WEALTH
ARKHE WEALTH MANAGEMENT
SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP

Other Investors

BIANCA MIA HOLLANDER PONTES
CARLOS HOLLANDER
EDUARDO NMN GRUENER
Cesar Florido Filho
Caio Henrique Costa Bello
FELIPE VIANNA GROSSO
ANA CAROLINA DA ROCHA CHEDE
BRUNA GOMES ZANARDI

Other Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
XP ADVISORY US, INC. · MIAMI, FL
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP · MIAMI, FL
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
PILOTAI WEALTH · MIAMI, FL
ARKHE WEALTH MANAGEMENT · MIAMI, FL
SAMUEL & ASSOCIATES INVESTMENT MANAGEMENT LP · MIAMI, FL

More in Miami, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor