Melvin Ovet Perez
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.Mar 2026 to now
- Fortuna WealthMar 2026 to now
- Raymond James Financial Services, Inc.Mar 2026 to now
- Pwa Securities, LLCAug 2023 to Mar 2026
- Raymond James Financial Services Advisors Inc.Nov 2017 to Aug 2023
- Provenance Wealth AdvisorsOct 2017 to Mar 2026
- Providence Global Advisors LLCOct 2017 to Mar 2026
- Raymond James Financial Services, Inc.Oct 2017 to Aug 2023
- Raymond James & Associates, Inc.Feb 2013 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2949598
- Firm CRD
- 149018