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 financial advisor with over 14 years of experience in the financial services industry. Jeffrey Perry is currently registered with Raymond James Financial Services Advisors, Inc. and has held prior registrations with LPL FINANCIAL LLC, MetLife Securities Inc., and New England Securities. Jeffrey Perry specializes in providing financial advice to individuals, corporations, and retirement plans. Jeffrey Perry offers a range of services, including financial planning, portfolio management, and retirement planning. Jeffrey Perry is also a Registered Investment Advisor (RIA) and is licensed to sell securities in multiple states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
11/05/2021 - Present
Raymond James Financial Services Advisors, Inc. (Potomac Falls VA)
VA
03/03/2015 - 11/19/2021
LPL FINANCIAL LLC (POTOMAC FALLS VA)
VA
01/02/2015 - 03/12/2015
METLIFE SECURITIES INC. (LEESBURG VA)
VA
01/04/2010 - 01/02/2015
NEW ENGLAND SECURITIES (LEESBURG VA)
IA
Issued 04/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Perry is the right advisor for you? Invested Better is here to help.
