Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Perry is a financial professional with Janney Montgomery Scott LLC. Mark has been in the industry since December 8, 2022 and holds Series 79TO, SIE, and Series 63 licenses. Mark is registered in Georgia and has a background in Investment Banking Registered Representative Examination.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
GA
12/09/2022 - Present
Janney Montgomery Scott LLC (Atlanta GA)
BC
Issued 06/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/15/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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