Maribel Perez
Senior Relationship Manager at Principal Financial Group, Principal Securities Registered Representative
- Role
- Senior Relationship Manager at Principal Financial Group
- Location
- Bloomfield, NJ, US
- LinkedIn followers
- 500 followers
About Maribel Perez
Thank you for visiting my LinkedIn page.Specialized Education• Bachelor of Arts, Business Administration, Rutgers University• Securities Registrations: Series 7, 63 and 66• Designation: Chartered Retirement Plan Specialist• Life and health insurance licensesYou’re welcome to contact me at P••••••••@Principal.com and thank you again for visiting my LinkedIn page.Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Securities offered through Principal Securities, Inc, member SIPC and/or independent broker/dealers. Referenced companies are members of Principal Financial Group®, Des Moines, IA 50392.Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.Maribel Perez is not licensed in all states to offer securities and insurance products or service in any state which the registered representative is not properly licensed.CRPS® is an education designation only, obtained by the holder by completing the requisite coursework. This designation does not mean the holder is acting in a fiduciary skills list below does not imply licensure, training, or the ability to solicit products or services.
Experience
Senior Relationship Manager
Mar 2017 — Present
Education
Rutgers University–Newark
Bachelor of Science (B.S.), Business Administration and Management, General
1984 — 1990
Skills
- 401k
- 403 B
- Defined Benefit
- Pension Plans
- Tax Exempt Plans
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