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George

G E O R G E

Financial Advisor

Financial Consultant

24/7

Stock Broker

GEORGE NOEL PEREZ

I partner with individual investors & businesses through periods of expansion, with strategies to enhance profit accumulation in their trading portfolios.

30+

Years of Experience.

GEORGE NOEL PEREZ

About Me

I've garnered over 30 years of solid experience working with two prestigious investment/brokerage firms in the United States, accumulating over forty-three state licenses in the process.

I work extensively with individual investors & businesses through periods of expansion. I help my clients rapidly accumulate profit within a specified trading period, utilizing advanced multi-market trading strategies.

1300+

Trusted Clients

Number Of Clients

99%

Successful Portfolios

Largest Profit %

GEORGE NOEL PEREZ

My Work History

43+

State Licenses

1994 - 1995
(1 year)

BARABAN SECURITIES, INC. (CRD# 7659)

Stock Broker
1995 - 1997
(2 years)

KENNEDY, CABOT & CO. (CRD# 2417)

Stock Broker
1997 - 1997
(<1 year)

CHARLES SCHWAB & CO., INC. (CRD# 5393)

Stock Broker
1997 - 2004
(6 years)

TD WATERHOUSE INVESTOR SERVICE(CRD# 7870)

Stock Broker
2003 - 2004
(<1 year)

TD WATERHOUSE INVESTOR SERVICE(CRD# 7870)

Stock Broker
2004 - 2004
(<1 year)

SCOTTRADE, INC. (CRD# 8206)

Stock Broker
2004 - 2006
(1 year)

TD WATERHOUSE INVESTOR SERVICE(CRD# 7870)

Stock Broker
2006 - 2011
(4 years)

WELLS FARGO INVESTMENTS, LLC (CRD# 10582)

Stock Broker
2011 - present
(11 years)

WELLS FARGO ADVISORS (CRD# 19616)

Stock Broker
Certification

My Certification

General Industry/Product Exams

Exam
Category
Date
GENERAL SECURITIES SALES SUPERVISOR - GENERAL MODULE EXAMINATION
SERIES 10
DEC 12, 2000
GENERAL SECURITIES SALES SUPERVISOR - OPTIONS MODULE EXAMINATION
SERIES 9
FEB 9, 1999
REGISTERED OPTIONS PRINCIPAL EXAMINATION
SERIES 4
JULY 27, 1998
INVESTMENT COMPANY PRODUCTS/VARIABLE CONTRACTS REPRENSENTATIVE EXAMINATION
SERIES 6TO
JAN 2, 2023
SECURITIES INDUSTRY ESSENTIALS EXAMINATION
SIE
OCT 1, 2018
GENERAL SECURITIES REPRENSENTATIVE EXAMINATION
SERIES 7
NOV 8, 1994
UNIFORM COMBINED STATE LAW EXAMINATION
SERIES 66
JULY 10, 2003
UNIFORM SECURITIES AGENT LAW EXAMINATION
SERIES 63
JAN 3, 1995
GEORGE NOEL PEREZ

My Services

PORTFOLIO MANAGEMENT

I specialize in building & managing portfolios, diversifying assets on behalf of clients, companies, individuals and families for the sole purpose of achieving financial targets.

STOCK BROKERAGE

I guide clients through the stock market, helping them trade efficiently to make tremendous profit with strategic investment decisions.

FINANCIAL CONSULTING

I offer financial consulting services to people in need of some financial planning and restructuring. I’ll get to help you set up plans for retirement, mortgage and every other finance-intensive milestone in your life.

Digital Currency
Trading

Beyond stock brokerage, I specialize in Forex and cryptocurrency trading. Through in-depth market research, I provide clients with expert guidance on day trading strategies and long-term investment opportunities.
GEORGE NOEL PEREZ

Some Reviews from Clients

Jessica Reed

Client

I came in overwhelmed by crypto and left feeling confident. George explains things clearly, never talks down, and actually cares about your success. His strategies are practical and smart—finally, someone who doesn’t overhype or overcomplicate the process.

Dylan Hernandez

Client

George doesn’t just give you tips—he teaches you how to think like a trader. Thanks to him, I’ve developed confidence, consistency, and a real plan for my financial future. I trust him completely with my investment journey.

Gabriel Souza

Client

Before working with George, crypto felt like gambling. Now, I trade with purpose and structure. His risk management advice alone saved me thousands. I truly feel like I’m building something long-term, not just chasing hype or guesses.

Hiroshi Tanaka

Client

I started as a total beginner, but George walked me through every step. I never felt judged or lost. Now I’m growing my portfolio with confidence and clarity. I only wish I had found him sooner!

Olivia Parker

Client

Trust is everything with money—and I trust George without question. His experience, integrity, and transparency gave me peace of mind from day one. I always know he has my best interests at heart, and that means everything.

Jordan Mitchell

Client

What I love most about working with George is his no-nonsense, honest approach. He tells it like it is, helps you understand why a strategy works, and always keeps you grounded. That’s rare in this space.

99%

Successful Portfolios

1300+

Happy Clients

30+

Years of Experience

43+

State Licenses

Contact Me!

Ready to Get Started?