Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Peroni is a financial advisor with Park Avenue Securities LLC. Brett is a registered representative with a Series 7, Series 63, Series 65 and SIE license. Brett has been in the financial industry since February 2006 and is currently licensed in 11 states. Brett specializes in providing financial planning, portfolio management for individuals, and educational seminars. Brett also offers selection of other advisers services to their clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
MA
09/08/2021 - Present
Park Avenue Securities LLC (MIDDLEBORO MA)
IA
Issued 06/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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