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Sandra Viviana Perez

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Iselin, NJ

Englewood, NJ

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-01
TX RA APPROVED_RES 2016-07-26
NJ RA APPROVED 2014-01-28
  • NY RA
    APPROVED
    Since 2021-11-01
  • TX RA
    APPROVED_RES
    Since 2016-07-26
  • NJ RA
    APPROVED
    Since 2014-01-28

Branch Locations

194 Wood Ave S, Iselin, NJ 08830 • United States

25 Park Pl, Englewood, NJ 07631 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cranford NJ 01/2014 Present
Bank Of America N.A. North Bergen NJ 02/2014 Present
Previous Registrations
  • 2011-03-18 → 2012-05-24
    Chase Investment Services Corp.
    Paramus, NJ
    Lodi, NJ
    Hackensack, NJ
  • 2007-10-30 → 2009-03-26
    Banc Of America Investment Services, Inc.
    Glen Rock, NJ
    Fort Lee, NJ
    Fort Lee, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-19
  • S66 Uniform Combined State Law Examination
    2007-10-19
Other Names
  • Sandra Viviana Giraldo
  • Sandra Perez
  • Sandra Viviana Giraldo

View on SEC IAPD

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MICHAEL COLANNINO
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ALAN PATRICK CURLEY
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ROBERT JAMES GIORDANO

Other Offices

OSAIC ADVISORY SERVICES, LLC · Parsippany, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PARSIPPANY, NJ
OSAIC WEALTH, INC. · PARSIPPANY, NJ
LINCOLN INVESTMENT · Parsippany, NJ
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PARSIPPANY, NJ
VETERI PLACE CORPORATION · PARSIPPANY, NJ
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT · PARSIPPANY, NJ
CETERA INVESTMENT ADVISERS LLC · PARSIPPANY, NJ

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