Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Rosario Perrelli is a financial advisor who has been active in the industry since June 2017. Anthony is currently registered with Northwestern Mutual Investment Services, LLC in Elgin, Illinois. Previously, Anthony was employed with Morgan Stanley in Chicago, Illinois. Anthony is also registered with several states including Arizona, Florida, Illinois, Missouri, New Jersey, Ohio, Oklahoma, Oregon and Texas. Anthony is a Series 66, 26, 7 and SIE exam holder.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
IL
10/08/2021 - Present
Northwestern Mutual Investment Services, LLC (ELGIN IL)
IL
10/02/2019 - 10/08/2021
MORGAN STANLEY (Chicago IL)
IL
10/03/2011 - 01/13/2014
MORGAN STANLEY (CHICAGO IL)
BOTH
Issued 10/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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