DP
Dana Perez
from Mariaca Wealth Management, LLC
Dana Perez is a financial advisor based in Florida, Lake Worth,
with 13 years of experience. Dana currently works for
Mariaca Wealth Management, LLC.
Dana maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Dana Perez works at Mariaca Wealth Management, LLC
Mariaca Wealth Management, LLC is a financial advisory firm based in Lake Worth, Florida. It currently has approximately $163,278,963 of assets under management and employs about 5 people. Mariaca Wealth Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
and a percentage of assets under your management
Office location
8401 Lake Worth Road, Suite 226, Lake Worth, Florida, 33467
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