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MP

Miguel P. Pereira

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CRD#: 5471613
MP

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.

Miguel Pedro Pereira, who also goes by Michael P Pereira, was a registered financial professional .

Miguel is a previously registered financial professional and started their career in finance in 2008. Miguel had worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michael P Pereira

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

October 13, 2017 - July 5, 2019

VISIONS ANALYSIS LLC

BD
CRD#: 286678
ENDICOTT, NY
Past

May 16, 2016 - July 24, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
SADDLE BROOK, NJ
Past

May 16, 2016 - July 24, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
SADDLE BROOK, NJ
Past

March 4, 2015 - April 22, 2016

M&T SECURITIES, INC.

RIA
CRD#: 17358
PIERMONT, NY
Past

February 27, 2015 - April 22, 2016

M&T SECURITIES, INC.

BD
CRD#: 17358
PIERMONT, NY
Past

May 18, 2012 - January 2, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
SUFFERN, NY
Past

May 18, 2012 - January 2, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
SUFFERN, NY
Past

April 15, 2009 - May 15, 2012

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
NANUET, NY
Past

April 15, 2009 - May 15, 2012

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
NANUET, NY
Past

August 4, 2008 - April 3, 2009

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
ORANGEBURG, NY
Past

July 25, 2008 - April 3, 2009

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
ORANGEBURG, NY
Past

April 15, 2008 - July 9, 2008

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA
CRD#: 110921
SECAUCUS, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 8/7/2008
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/14/2008
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/31/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

VA
VISIONS ANALYSIS LLC
VISIONS ANALYSIS LLC

CRD#: 286678 / SEC#: , 8-69898

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information

Main Address
24 Mckinley Avenue, Endicott, NY 13760
Mailing Address
24 Mckinley Avenue, Endicott, NY 13760
Phone number
(845) 489-3883
Established
New York since 12/22/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
VISIONS FEDERAL CREDIT UNIONOWNER
BENDER, STEVEN CHRISTOPHERPFO, POO2650187
BENDER, STEVEN CHRISTOPHERFINOP2650187
THATCHER, JEFFREY GLENNCEO, CCO, MANAGING DIRECTOR1951368

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VISIONS ANALYSIS LLC

CRD#: 286678

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