Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Perry is a financial professional with over 10 years of experience in the financial services industry. David is currently registered with J.P. Morgan Securities LLC and holds the Series 6, Series 63 and SIE licenses. David has prior experience with CHASE INVESTMENT SERVICES CORP. David has specialized in investment advisory services for a range of clients including individuals, high-net-worth individuals, corporations, and other businesses. David offers financial planning, portfolio management, and pension consulting services to clients. David's experience and expertise have been built upon his commitment to helping his clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
10/20/2017 - Present
J.p. Morgan Securities LLC (BRONX NY)
NY
10/12/2007 - 05/19/2011
CHASE INVESTMENT SERVICES CORP. (SCARSDALE NY)
BC
Issued 11/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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