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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 Perry is an investment advisor representative registered with Steelpeak Wealth, LLC, based in Woodland Hills, CA. John Perry has been in the industry since 1992. John has been with RBC Capital Markets, LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., Raymond James Financial Services, Inc., Sanders Morris Harris Inc., Equity Services, Inc., Commonwealth Financial Network, OppenheimerFunds Distributor, Inc., and Steelpeak Wealth, LLC, in the past. John Perry holds the Series 7, 63 and 24 licenses, as well as the SIE. John Perry specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. John Perry has managed assets of up to $2,535,311,796.
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.
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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CA
03/05/2024 - Present
Steelpeak Wealth, LLC (WOODLAND HILLS CA)
FL
10/01/2018 - 03/15/2024
RBC CAPITAL MARKETS, LLC (BOCA RATON FL)
FL
09/11/2015 - 10/09/2018
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
06/01/2009 - 09/22/2015
MORGAN STANLEY (BOCA RATON FL)
FL
03/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
07/06/2006 - 04/10/2008
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
FL
05/04/2004 - 07/07/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOCA RATON FL)
TX
01/02/2001 - 05/04/2004
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
VT
04/03/1997 - 02/25/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
03/03/1997 - 12/31/2000
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
VT
11/03/1995 - 02/28/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
09/01/1993 - 01/10/1995
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
VT
08/21/1992 - 07/26/1993
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 05/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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