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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Clayton Perry is a registered Investment Advisor Representative in Florida with MAI Capital Management, LLC. Charles has been in the industry since June 2003 and previously worked with PRINCIPAL SECURITIES, INC. Charles's experience includes financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Charles is also licensed to provide pension consulting services. He is a licensed Investment Advisor Representative in Florida and has passed the Series 6, 63 and 65 exams. Charles is currently a treasurer for a homeowner's association in Ponte Vedra Beach.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
FL
01/15/2023 - Present
MAI Capital Management, LLC (Ponte Vedra Beach FL)
FL
06/19/2003 - 09/30/2022
PRINCIPAL SECURITIES, INC. (Jacksonville FL)
IA
Issued 01/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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