Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Peras is an investment advisor representative with Bolton Securities Corp. Jeffrey has been in the industry since April 23, 1985. Jeffrey is registered with FINRA and the state of Massachusetts. Jeffrey also provides fee-based asset management services from a branch location at Bolton Global Asset Management, dba 'Peras Financial'. Jeffrey has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. Jeffrey has a focus on portfolio management for businesses and individuals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
11/29/2004 - Present
Bolton Securities Corp. (SALEM MA)
MO
07/22/1994 - 11/04/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NY
05/24/1988 - 08/04/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NA
02/02/1987 - 05/31/1988
SHERWOOD CAPITAL, INC.
NA
04/23/1985 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 04/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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