Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lionel? Claim Your ProfileLionel Parker Perkins is a financial advisor with over 25 years of experience in the industry. Lionel has been registered with Wells Fargo Advisors Financial Network, LLC since May 2015. Prior to that, Lionel was with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Lionel holds a Series 7, Series 10, Series 9 and Series 65 licenses.
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.
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.
Investment consulting services to institutional clients
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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2
NC
10/16/2019 - Present
Wells Fargo Advisors Financial Network, LLC (RALEIGH NC)
NC
01/01/2008 - 05/07/2015
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
NC
03/28/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RALEIGH NC)
NJ
08/14/2000 - 04/16/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/29/1997 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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