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Senior Regional Director, Financial Institutions
David joined Securities America in 2014 with more than 20 years of experience in the financial services industry. Prior to joining, he served as an internal wholesaler, external wholesaler, national key account manager and director. His background includes business and financial planning, new business development, marketing planning, special project assignments, plan development and sales. Perez holds a business degree from Washburn University.
Check the background of this investment professional on FINRA’s BrokerCheck.