Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn J. Perillo is a financial advisor with Kestra Private Wealth Services, LLC. John has over 27 years of experience in the financial services industry and is registered with the state of Michigan to provide investment advisory services. John has a strong background in financial planning and portfolio management for individuals and businesses. He has a broad range of experience and expertise, including retirement planning, college savings, estate planning, and tax planning. John is committed to helping clients achieve their financial 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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
02/01/2023 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
MI
08/04/2011 - 02/10/2023
UBS FINANCIAL SERVICES INC. (TROY MI)
MI
08/13/2007 - 08/10/2011
MERCER ALLIED COMPANY, L.P. (TROY MI)
MI
05/16/1995 - 11/01/2006
MERCER ALLIED COMPANY, L.P. (TROY MI)
BOTH
Issued 04/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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