Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brian Perigo is a registered representative with Robert W. Baird & Co. Inc., with offices in Evansville, IN. David has been in the industry since September 2012 and has a broad range of experience in the financial services industry. David has passed the Series 7, Series 63, Series 66, and Series 79 exams. David has also held previous positions at J.J.B. HILLIARD, W.L. LYONS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
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.
Hard dollar payments for research
1
2
IN
01/05/2022 - Present
Robert W. Baird & Co. Inc. (EVANSVILLE IN)
IN
08/27/2013 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (EVANSVILLE IN)
IL
09/03/2012 - 08/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 11/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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