Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Perry has been in the financial services industry since 1998. David is currently registered with The Leaders Group, Inc. in Colorado. David is a Series 6, Series 63 and SIE licensed professional. David was previously registered with NATIONWIDE SECURITIES, LLC in South Carolina from 1998 to 2019.
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.
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.
1
2
CO
10/02/2019 - Present
THE Leaders Group, Inc. (LITTLETON CO)
SC
11/10/1998 - 10/16/2019
NATIONWIDE SECURITIES, LLC (LEXINGTON SC)
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Perry is the right advisor for you? Invested Better is here to help.
