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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 Russell Perry is a financial advisor in EFFINGHAM, IL. John has been in the industry since June 1997 and is currently registered with Cornerstone Wealth Management, LLC. John is also registered as an Investment Advisor Representative in Illinois. John is licensed to provide financial advice and investment management services. John is affiliated with Cornerstone Wealth Management, LLC, and LPL Financial LLC. John's previous firms include Ameriprise Financial Services, Inc. and IDS Life Insurance Company. John has Series 7, Series 63, and Series 65 licenses. John is also a Certified Financial Planner. John offers financial planning, investment management, and pension consulting. John works with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John specializes in providing financial advice to clients in Illinois, Colorado, Indiana, and Missouri.
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.
Lpl sponsored advisory programs; investment management & research subscription licensing
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
IL
05/09/2013 - Present
Cornerstone Wealth Management, LLC (EFFINGHAM IL)
IL
06/19/1997 - 05/09/2013
AMERIPRISE FINANCIAL SERVICES, INC. (EFFINGHAM IL)
MN
06/19/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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