Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael A. Perri is a financial advisor with Equitable Advisors, LLC. Michael has over 12 years of experience in the financial services industry. Michael is registered to provide investment advice in 54 states and has a Series 7, Series 63, and Series 66 license. Michael is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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CT
10/11/2023 - Present
Equitable Advisors, LLC (NEW FAIRFIELD CT)
CT
09/19/2022 - 08/10/2023
LPL FINANCIAL LLC (STAMFORD CT)
NY
06/13/2022 - 09/19/2022
FIDELITY BROKERAGE SERVICES LLC (CHAPPAQUA NY)
NY
09/04/2020 - 04/19/2022
FIDELITY BROKERAGE SERVICES LLC (CHAPPAQUA NY)
NY
02/01/2019 - 04/28/2020
TD AMERITRADE, INC. (FISHKILL NY)
CT
05/24/2013 - 12/26/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIDGEFIELD CT)
CT
04/23/2012 - 05/03/2013
AXA ADVISORS, LLC (STAMFORD CT)
CT
02/15/2011 - 04/05/2012
WELLS FARGO ADVISORS, LLC (DANBURY CT)
NY
12/08/2009 - 01/25/2010
FIRST MIDWEST SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 04/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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