Luis Alberto Perez Gonzalez

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → Present
  Massmutual Life Insurance Co
  San Juan, PR
• 01/2013 → Present
  Mml Investors Services, Llc
  San Juan, PR

Other Businesses

(1)NAME: LUIS A. PEREZ INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE POSITION: INSURANCE AGENT START DATE: 04/01/2014 NO. HR/MO: 1.5 NO. HR/MO DURING SEC TRADING: 1.5 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, HEALTH. (2)NAME: (NAIFA) NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS OF PUERTO RICO INV REL: Y ADD: COND SAN ALBERTO 605 CALLE CONDADO SUITE 720 SAN JUAN PR 00907 NATURE: ASSOCIATION OF INSURANCE & FINANCIAL ADVISORS POSITION: VICE PRESIDENT START DATE: 1/1/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: MEETINGS AND ADMINISTRATIVE DUTIES. (3) NAME: CARIBBEAN WEALTH MANAGEMENT LAP LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE/DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 01/01/2026 NO. HR/MO: 100 NO. HR/MO DURING SEC TRADING: 100

Exams

• S66 Uniform Combined State Law Examination
  2016-09-29

Other Names

• Luis A Perez
• Luis A. Perez Gonzalez
• Luis A Perez Gonzalez