Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Perillo is a financial advisor with over 20 years of experience in the financial services industry. Donald is currently registered with J.p. Morgan Securities LLC and previously worked with ALLSTATE FINANCIAL SERVICES, LLC, THE WINDMILL GROUP, INC., BENCH SECURITIES CORP., ADVANTAGE CAPITAL CORPORATION, WALNUT STREET SECURITIES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Donald is a Series 6 and Series 63 licensed professional, and has a broad range of experience in providing financial advice and investment management services to individuals, businesses, and institutions. Donald's specializations include mutual funds, variable annuities, life insurance, and retirement planning.
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
04/25/2023 - Present
J.p. Morgan Securities LLC (Albany NY)
NY
11/20/2017 - 12/31/2022
ALLSTATE FINANCIAL SERVICES, LLC (Guilderland NY)
NY
07/26/2000 - 12/31/2001
THE WINDMILL GROUP, INC. (SOMERS NY)
NJ
12/03/1996 - 06/29/2000
BENCH SECURITIES CORP. (FORT LEE NJ)
GA
08/12/1996 - 11/12/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
12/22/1995 - 07/25/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
03/31/1992 - 10/12/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/31/1992 - 10/12/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
01/31/1991 - 03/03/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/31/1991 - 03/03/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 11/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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