Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames N. Perry is a financial advisor with over 9 years of experience in the financial industry. James is currently registered with LPL Financial LLC in Londonderry, New Hampshire and has been with them since September 2022. Prior to joining LPL Financial LLC, James worked for NATIXIS DISTRIBUTION, LLC. James has a Series 7, Series 66, and SIE license. James specializes in providing financial advice to individuals, corporations, and charitable organizations. James is also a Registered Representative for LPL Financial. James's expertise includes financial planning, portfolio management, and investment advisory services. James's approach is to provide customized financial advice based on the individual client's needs and goals.
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.
Consulting and other non-discretionary advisory services
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
NH
04/03/2023 - Present
LPL Financial LLC (LONDONDERRY NH)
MA
07/06/2019 - 10/04/2022
NATIXIS DISTRIBUTION, LLC (BOSTON MA)
BOTH
Issued 03/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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