Margarita Perez
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Margarita Perez was a registered financial professional .
Margarita is a previously registered financial professional and started their career in finance in 1997. Margarita had worked at 1 firm and has passed the Series 65 and Series 7 exams.
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Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 24, 1997 - December 31, 2017
FORTALEZA ASSET MANAGEMENT INC
State Registrations and Notice Filings
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Exams
Current Firm
FORTALEZA ASSET MANAGEMENT INC
CRD#: 106797 / SEC#: 801-37037
Contact information
Documents
Red Flags
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