Unclaimed
James Frank Perrella is a registered representative in Connecticut with Allstate Financial Services, LLC. James's registration began on April 6, 2016. James has passed the SIE, Series 6, and Series 63 exams. The firm's registration began on April 6, 2016. James is located at 193 Bridgeport Ave, Milford, CT 06460.
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.
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.
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CT
04/06/2016 - Present
Allstate Financial Services, LLC (Milford CT)
BC
Issued 08/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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