Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmund? Claim Your ProfileEdmund Perry is a financial professional with over 10 years of experience in the industry. Edmund is currently a registered representative with M Holdings Securities, Inc., and is licensed to offer investment advice in a variety of states. Prior to joining M Holdings Securities, Inc. Edmund was employed at FNBB CAPITAL MARKETS, LLC. Edmund holds Series 6, Series 63, and SIE licenses. Edmund specializes in providing financial advice and services to individuals and businesses, with a particular focus on high net worth individuals, corporations, and pension plans.
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
AL
02/01/2019 - Present
M Holdings Securities, Inc. (Vestavia AL)
AL
03/21/2014 - 02/07/2019
FNBB CAPITAL MARKETS, LLC (BIRMINGHAM AL)
BC
Issued 06/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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