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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Perrot is a financial advisor with Cambridge Investment Research Advisors, Inc. John has a background in financial services, working with clients in the Baltimore, MD area since 2018. John has a strong understanding of the financial markets and a commitment to providing clients with personalized financial advice. He is also a certified financial planner. John is dedicated to helping clients achieve their financial goals through a comprehensive approach that includes financial planning, investment management, and retirement planning.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MD
07/10/2024 - Present
Cambridge Investment Research Advisors, Inc. (Columbia MD)
IL
03/18/2022 - 09/14/2022
ALIGHT FINANCIAL SOLUTIONS, LLC (CHICAGO IL)
MD
06/07/2021 - 01/06/2022
J.P. MORGAN SECURITIES LLC (Prince Frederick MD)
IA
Issued 04/15/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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