Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andy Perolis is a financial advisor who has been in the industry since August 1987. David is currently registered with Centaurus Financial, Inc. and has previous experience working with a number of financial institutions. David is a Series 7, Series 24 and Series 63 licensed representative. David has been registered with the state of Arizona since August 2017. David's current focus is on financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
AZ
08/17/2017 - Present
Centaurus Financial, Inc. (GLENDALE AZ)
AZ
06/21/2017 - 08/22/2017
AMERITAS INVESTMENT CORP. (GLENDALE AZ)
AZ
01/30/2013 - 06/21/2017
CCF INVESTMENTS, INC. (GLENDALE AZ)
AZ
12/03/2008 - 12/20/2012
ARQUE CAPITAL, LTD. (SCOTTSDALE AZ)
AZ
05/09/1989 - 12/04/2008
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
NA
12/08/1986 - 10/12/1988
ARGUS EQUITIES CORP., INC.
BC
Issued 10/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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