Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Perry is a registered investment advisor representative with PFG Private Wealth Management, LLC. Jeffrey has been in the financial services industry since 1998 and holds Series 6, 7, 24, and 63 licenses. Jeffrey has experience providing financial planning, portfolio management and pension consulting services to individuals, high-net-worth individuals and pension plans. Prior to joining PFG Private Wealth Management, LLC, Jeffrey was a registered representative with Mutual Securities, Inc. and Cambridge Investment Research, Inc. Jeffrey also holds an independent insurance agent license.
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.
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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FL
05/08/2018 - Present
PFG Private Wealth Management, LLC (LUTZ FL)
FL
04/01/2016 - 11/16/2017
MUTUAL SECURITIES, INC. (Lutz FL)
FL
11/25/2009 - 04/06/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (Lutz FL)
FL
09/04/1998 - 11/30/2009
MML INVESTORS SERVICES, INC. (TAMPA FL)
BC
Issued 09/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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