Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Perri is a financial advisor with over 4 years of experience in the industry. Justin is currently registered with Osaic Institutions, Inc. in Cornelius, NC. Justin has passed the Series 7TO, Series 63 and Series 66 exams. Justin specializes in providing financial planning, pension consulting and educational seminars. Justin works with individuals, corporations and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NC
01/19/2022 - Present
Osaic Institutions, Inc. (Cornelius NC)
NC
06/24/2021 - 12/20/2021
WELLS FARGO CLEARING SERVICES, LLC (HIGH POINT NC)
NC
07/27/2020 - 02/25/2021
FIRST HORIZON ADVISORS, INC. (Winston Salem NC)
NC
01/25/2019 - 07/29/2020
SUNTRUST INVESTMENT SERVICES, INC. (WINSTON SALEM NC)
BOTH
Issued 09/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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