Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Alfred Perry is a financial professional with over 20 years of experience in the industry. He is currently registered with CU Investment Solutions LLC, in Albany, NY, where he provides non-discretionary investment advisory services for institutional clients. Gregory previously worked with BALANCE SHEET SOLUTIONS LLC in Naperville, IL, CU INVESTMENT SOLUTIONS, INC. in Albany, NY, MEMBERTRADE FINANCIAL GROUP, LLC in Albany, NY, WACHOVIA SECURITIES, LLC in St. Louis, MO, PRIMEVEST FINANCIAL SERVICES, INC. in St. Cloud, MN, FIRST UNION SECURITIES, INC. in St. Louis, MO and GUARDIAN INVESTOR SERVICES CORPORATION. He holds the Series 7, Series 6, Series 63 and Series 65 licenses.
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.
Non discretionary investment advisory for institutional clients
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.
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2
NY
11/30/2012 - Present
CU Investment Solutions LLC (ALBANY NY)
IL
06/30/2006 - 11/30/2012
BALANCE SHEET SOLUTIONS LLC (NAPERVILLE IL)
NY
11/28/2005 - 06/30/2006
CU INVESTMENT SOLUTIONS, INC. (ALBANY NY)
NY
05/26/2005 - 10/28/2005
MEMBERTRADE FINANCIAL GROUP, LLC (ALBANY NY)
MO
03/04/2004 - 05/19/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MN
03/27/2002 - 08/08/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MO
03/21/2001 - 03/26/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NA
08/27/1992 - 11/22/1993
GUARDIAN INVESTOR SERVICES CORPORATION
IA
Issued 05/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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