Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Perrone is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Metuchen, NJ. David has been working in the financial services industry since 2007. David is a Series 7, 9, 10, 66 licensed advisor and holds a current registration in 30 states. In addition to providing investment advice, David also helps clients with insurance needs. David's specialties include 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
11/15/2017 - Present
Raymond James Financial Services Advisors, Inc. (METUCHEN NJ)
BOTH
Issued 08/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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