Melisa Perez's Location
Houston, Texas, United States
Melisa Perez's Work
- Vice President, NRC Administrative Manager @ Merrill Lynch
- Registered Associate @ Morgan Stanley
- Registered Associate @ Raymond James
Melisa Perez's Education
- Rice University
Certified Financial Planning Certificate ( Finance, General)
2013 - 2014 - University of Houston-Downtown
Bachelor of Science (BS) ( Psychology)
2000 - 2005
Melisa Perez's Skills
- Series 4
- Series 7
- Series 24
- Series 53
- Series 66
- Life & Health Insurance Licenses
- Bilingual-English/Spanish
- Asset Allocation
- Fixed Income
- Management
Melisa Perez's Summary
Melisa Perez, based in Houston, Texas, United States, is currently a Vice President, NRC Administrative Manager at Merrill Lynch, bringing experience from previous roles at Morgan Stanley and Raymond James Financial, Inc.. Melisa Perez holds a 2013 - 2014 Certified Financial Planning Certificate in Finance, General @ Rice University. With a robust skill set that includes Series 4, Series 7, Series 24, Series 53, Series 66 and more, Melisa Perez contributes valuable insights to the industry. Melisa Perez has 1 email and 1 mobile phone number on RocketReach.
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