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Yolanda Graciela Perez

Morgan Stanley

Lisle, IL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-07-24
IN RA APPROVED 2025-07-24
TX RA APPROVED 2025-07-24
  • IL RA
    APPROVED
    Since 2025-07-24
  • IN RA
    APPROVED
    Since 2025-07-24
  • TX RA
    APPROVED
    Since 2025-07-24

Branch Locations

4225 Naperville Road Suite 255, Lisle, IL 60532 • 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
Bank Of America Merrill Lynch Merrillville IN 08/2020 09/2021
Jp Morgan Chase Chicago IL 07/2010 08/2020
Morgan Stanley Lisle IL 07/2025 Present
Bank Of America Merrill Lynch Chicago IL 10/2021 07/2025
  • 08/2020 → 09/2021
    Bank Of America Merrill Lynch
    Merrillville, IN
  • 07/2010 → 08/2020
    Jp Morgan Chase
    Chicago, IL
  • 07/2025 → Present
    Morgan Stanley
    Lisle, IL
  • 10/2021 → 07/2025
    Bank Of America Merrill Lynch
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-14
  • S66 Uniform Combined State Law Examination
    2022-03-14
Other Names
  • Yolanda Graciela Ontiveros

View on SEC IAPD

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Other Offices

ADVISORS ASSET MANAGEMENT, INC. · LISLE, IL
ADVYZON INVESTMENT MANAGEMENT, LLC · LISLE, IL
LPL FINANCIAL LLC · LISLE, IL
BLACKWATCH FINANCIAL GROUP, LLC · LISLE, IL
ON INVESTMENT MANAGEMENT CO · Lisle, IL
VOYA FINANCIAL ADVISORS, INC. · LISLE, IL
LPL FINANCIAL LLC · LISLE, IL
AMERIPRISE FINANCIAL SERVICES, LLC · LISLE, IL

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