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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Anthony Perry is a financial advisor with Commonwealth Financial Network. Edward Anthony Perry is a Certified Financial Planner and has been in the financial services industry since 1995. Edward Anthony Perry has been registered with Commonwealth Financial Network since 2008. Prior to that, Edward Anthony Perry was registered with FINANCIAL NETWORK INVESTMENT CORPORATION and HORNOR, TOWNSEND & KENT, INC.. Edward Anthony Perry is licensed to sell securities in 17 states. Edward Anthony Perry specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and charitable organizations. Edward Anthony Perry is also a partner in a law firm.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
02/08/2008 - Present
Commonwealth Financial Network (ST. CHARLES IL)
IL
06/12/2002 - 02/12/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (ST. CHARLES IL)
PA
09/15/1999 - 06/18/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
06/20/1997 - 09/07/1999
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
PA
02/03/1995 - 07/05/1996
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
03/09/1994 - 06/21/1994
DICKINSON & CO. (DES MOINES IA)
IA
Issued 08/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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