Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Perrin is a financial advisor with Intellicents Investment Solutions Inc. He is licensed in Kansas and Texas and has been in the industry since 2018. Jonathan is a Certified Financial Planner® professional. Jonathan helps individuals, families, and businesses achieve their financial goals. He specializes in retirement planning, investment management, and financial 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.
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.
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MN
12/08/2022 - Present
Intellicents Investment Solutions Inc. (ALBERT LEA MN)
IA
Issued 01/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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