Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Perry is a financial advisor who has been in the industry since 2001. Brian has a wide range of experience, having worked at several prominent financial institutions, including UBS Financial Services Inc., Charles Schwab & Co., Inc., and now Pure Financial Advisors, LLC. Brian holds the Series 7, Series 63, and SIE licenses, and has earned the designations of Certified Financial Planner and Chartered Financial Analyst. Brian is committed to providing his clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
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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CA
03/28/2024 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
CT
09/04/2012 - 05/16/2017
CHARLES SCHWAB & CO., INC. (FAIRFIELD CT)
NJ
12/05/2011 - 03/28/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
04/21/2003 - 08/26/2004
ROUND HILL SECURITIES, INC. (ALAMO CA)
NJ
10/04/2001 - 11/07/2002
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
05/12/1998 - 10/11/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NJ
02/26/1997 - 05/08/1997
FIRST INSTITUTIONAL SECURITIES, L.L.C. (WEST PATERSON NJ)
MI
10/14/1996 - 03/05/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 02/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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