Melvin Perez is a CFP-designated registered investment advisor, based in Miami, FL, with 28 years of industry experience.
Location
9200 S Dadeland Blvd., Suite 412, Miami, FL, 33156
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2008Settled
Other Business ActivitiesSells Insurance
Melvin owns rental real estate, dedicating minimal time to collecting rent and paying for repairs. He is also an agent for Provenance Wealth Advisors, focusing on financial planning, insurance, and investments, and an owner of Providence Global Advisors LLC, both requiring minimal time.
Employment History
Current Registrations
Pwa Securities, LLCBroker
August 2023 - Present · 2 yrs 8 mos
Provenance Wealth Advisors
July 2018 - Present · 7 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
November 2017 - August 2023 · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
October 2017 - August 2023 · 5 yrs 10 mos
Raymond James & Associates, INC.
February 2013 - October 2017 · 4 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2013 - October 2017 · 4 yrs 8 mos
Morgan Keegan & Company, INC.
October 2009 - February 2013 · 3 yrs 4 mos
Morgan Keegan & Company, INC.Broker
October 2009 - February 2013 · 3 yrs 4 mos
Morgan Keegan & Company, INC.
October 2009 - October 2009 · 0 mos
Uvest Financial Services Group, INC.
March 2007 - October 2009 · 2 yrs 7 mos
Colonial Asset Management INC
January 2006 - October 2009 · 3 yrs 9 mos
Colonial Brokerage, INC.Broker
September 2005 - October 2009 · 4 yrs 1 mo
Banc of America Investment Services, INC.
February 2004 - September 2005 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
September 2003 - September 2005 · 2 yrs
Wm Financial Services, INC.Broker
June 2001 - September 2003 · 2 yrs 3 mos
First Union Securities, INC.Broker
October 2000 - June 2001 · 8 mos
First Union Brokerage Services, INC.Broker
June 1999 - October 2000 · 1 yr 4 mos
Nationsbanc Investments, INC.Broker
April 1998 - May 1999 · 1 yr 1 mo
Barnett Investments, INC.Broker
December 1997 - April 1998 · 4 mos
State Registrations13 states
CACTFLILMAMDNYORPAPRSCTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.