Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Perdew is a financial advisor who has been in the industry since May 20, 2012. Brian is currently registered with Northwestern Mutual Investment Services, LLC. Brian has previously been registered with VALIC Financial Advisors, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian holds Series 7 and Series 66 securities licenses. Brian is a licensed investment advisor in New Jersey, New York, Florida, Maine, North Carolina, South Carolina, and Texas. Brian is also a registered representative in New York.
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
NY
08/11/2015 - Present
Northwestern Mutual Investment Services, LLC (E SYRACUSE NY)
NY
10/15/2013 - 07/09/2015
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
NY
04/06/2012 - 10/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
BOTH
Issued 05/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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