Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Perron is a financial advisor with over 25 years of experience in the industry. Carl is registered with Truist Advisory Services, Inc., a firm with over 2,000 registered representatives and $61 billion in assets under management. Carl provides a variety of financial services to individuals and businesses. Services provided include financial planning, publication of periodicals, and portfolio management. Carl has a strong track record of success in helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
FL
10/27/2020 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
05/15/2018 - 04/01/2020
WELLS FARGO CLEARING SERVICES, LLC (LARGO FL)
FL
05/13/2016 - 11/22/2017
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
12/12/2014 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
06/01/2009 - 12/15/2014
MORGAN STANLEY (TAMPA FL)
FL
10/24/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
02/10/2006 - 10/26/2007
E*TRADE SECURITIES LLC (TAMPA FL)
MA
09/29/2000 - 05/08/2006
BROWNCO, LLC (BOSTON MA)
FL
02/20/1998 - 10/09/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NJ
11/07/1996 - 03/15/1998
J. B. HANAUER & CO. (PARSIPPANY NJ)
NJ
04/11/1996 - 11/18/1996
DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)
NY
07/21/1994 - 04/04/1996
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
RI
10/20/1993 - 01/28/1994
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BOTH
Issued 05/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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