Margarita Perez

Margarita Perez is a FINRA Licensed Financial Services professional and an approved member of the FINRA Non-Public Arbitrator roster, with 25+ years of experience in the banking, mutual fund, brokerage, and money management industries, specializing in Compliance, Auditing, Training, Risk Assessment and Supervision.

6d. BD/IA LAB – Protecting Senior/Vulnerable Investors (Intermediate - CLOSED)