Daniel Perach
Professional Summary
Daniel Perach is a registered financial advisor currently at VALTUS CAPITAL GROUP, LLC located in Las Vegas, Nevada. Daniel is registered as a RR (Registered Representative) and started their career in finance in 2017. Daniel has worked at 1 firm and has passed the Series 63, SIE and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
SIERRA REPUBLIC FINANCE, LLC. | VALTUS CAPITAL GROUP, LLC | SINGAL CAPITAL PARTNERS, LLC
Contact Information
Main Address
3993 Howard Hughes Pkwy Suite 140, Las Vegas, NV 89169Mailing Address
3452 E. Foothill Blvd Suite 800, Pasadena, CA 91107Phone Number
(702) 216-2600Established
Nevada since 10/19/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/18/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Sep 2017About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel Perach's CRS (Customer Relationship Summary).
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