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Marcel Dante Perry

Alps Distributors, Inc.

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About Marcel Dante Perry

Marcel Dante Perry is a financial advisor with over 4 years of experience in the financial services industry. Marcel has held previous positions at firms such as Altruist Financial LLC, Wells Fargo Clearing Services, LLC, Robinhood Financial, LLC, U.S. Bancorp Investments, Inc. and Fidelity Brokerage Services LLC. Marcel has a strong understanding of the financial markets and a commitment to providing his clients with personalized financial advice. Marcel is currently registered with Alps Distributors, Inc. and Alps Portfolio Solutions Distributor, Inc. in Colorado and California.

Firm Information

Marcel Perry is currently registered with Alps Distributors, Inc.. Alps Distributors, Inc. is a Corporation that was formed on July 1, 1985. It is registered in 53 states and is also approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

169

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Marcel Perry’s Registration & Firm History

CO

08/01/2024 - Present

Alps Distributors, Inc. (DENVER CO)

CA

12/21/2023 - 05/17/2024

ALTRUIST FINANCIAL LLC (CULVER CITY CA)

CO

04/24/2023 - 10/24/2023

WELLS FARGO CLEARING SERVICES, LLC (GLENDALE CO)

CO

12/16/2019 - 05/05/2022

ROBINHOOD FINANCIAL, LLC (Denver CO)

CO

04/26/2018 - 10/31/2018

U.S. BANCORP INVESTMENTS, INC. (LAKEWOOD CO)

CO

04/04/2016 - 08/14/2017

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 03/17/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2021

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcel Dante Perry.
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