Jorge Pérez Email
Wealth Management Advisor @ Guerra Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jorge Pérez Location
- Miami, FL, US
Jorge Pérez Work
- Wealth Management Advisor @ (April 2024 - Present)
- Wealth Management Advisor @ (September 2022 - April 2024)
- Registered CSA (Client Service Associate) at Citi Personal Wealth Management @ (January 2018 - February 2023)
- District Leader @ (August 2015 - August 2016)
- International Sales Assistant @ Arnet Pharmaceutical Corp (May 2015 - August 2015)
Jorge Pérez Education
- University of Tampa
Double Major - Finance & International Business and Management (Finance, General)
2013-2017
Jorge Pérez Skills
- Analytical Skills
- Asset Management
- Client Relations
- Collaborative Problem Solving
- Customer Relationship Management (CRM)
- English
- Financial Advisory
- Fixed-Income Investing
- Florida 2-15
- Investment Management
- Investments
- Organization Skills
- Portfolio Management
- Problem Solving
- SIE
- Sales
- Securities Industry Essentials
- Series 66
- Series 7
- Spanish
- Teamwork
- Wealth Management
- Wealth Management Services
Jorge Pérez Summary
- Jorge Pérez, based in Miami, FL, US, is currently a Wealth Management Advisor at Guerra Financial Group. Jorge Pérez brings experience from previous roles at Citi, Primerica and Arnet Pharmaceutical Corp. Jorge Pérez holds a 2013 - 2017 Double Major - Finance & International Business and Management in Finance, General @ University of Tampa. With a robust skill set that includes Analytical Skills, Asset Management, Client Relations, Collaborative Problem Solving, Customer Relationship Management (CRM) and more. Jorge Pérez has 2 emails on RocketReach.
Looking for a different Jorge Pérez?
Find contact details for 700 million professionals.
Others Named Jorge Pérez
Top Guerra Wealth Advisors Employees
Maggie Giralt
Marketing Director
Miami, FL, US
Sarah Ivanovic
Senior Wealth Advisor
Hollywood, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co