Lori K. Perez
Unionbanc Investment Services, Llc
Financial Planner in San Carlos, CA
Address:799 Laurel St
San Carlos, CA 94070
About Lori K. Perez
Lori Perez is a financial professional at Unionbanc Investment Services, Llc located in San Carlos, California. Lori Perez holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Lori Perez provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Lori Perez799 Laurel St
San Carlos, CA 94070
Phone Number:
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Website:
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