Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Landon? Claim Your ProfileLandon Devere Perry is an investment advisor representative at Edelman Financial Engines. Landon has been in the financial services industry for over 7 years and has experience in various areas of the financial services industry. Landon specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses. Landon is also a registered investment advisor representative in Arizona and Texas. Landon has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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AZ
11/10/2021 - Present
Edelman Financial Engines (Phoenix AZ)
AZ
11/10/2016 - 12/03/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 07/03/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/17/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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