Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Josh? Claim Your ProfileJosh Ryan Perillo is a financial advisor with Fidelity Personal And Workplace Advisors. Josh has been in the financial services industry for over 3 years, specializing in financial planning, portfolio management, and educational seminars. Josh is registered with the Securities and Exchange Commission (SEC) and is a registered representative of FINRA. Josh has a Series 7TO, SIE, 9, 10, and 66 license and holds active registrations in 53 states and the District of Columbia.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NH
06/27/2024 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BOTH
Issued 11/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/08/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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