Unclaimed
Klenton Michael Perry is a financial professional with over 7 years of experience in the industry. Klenton is currently registered with Scotia Capital (usa) Inc. Klenton has held previous roles at SVB Securities LLC, RBC Capital Markets, LLC and SunTrust Robinson Humphrey, Inc.. Klenton has a strong foundation in securities, having passed the Series 63, SIE and Series 79 exams. Klenton is licensed in 52 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.
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.
1
2
NY
03/14/2023 - Present
Scotia Capital (usa) Inc. (NEW YORK NY)
NY
10/04/2021 - 02/23/2023
SVB SECURITIES LLC (NEW YORK NY)
NY
07/18/2016 - 10/08/2021
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
GA
09/01/2015 - 07/25/2016
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
BC
Issued 10/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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