Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Perry is an active registered investment advisor and securities representative with Osaic Wealth, Inc. based in Bangor, ME. Michael has over 15 years of experience in the financial services industry. Michael has held previous roles at Ameriprise Financial Services, LLC, Key Investment Services LLC, and Signator Investors, Inc. Michael is licensed to provide investment advisory services in Maine and several other states. Michael also holds several industry licenses including Series 6, 7, 63, and 65.
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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2
ME
04/19/2024 - Present
Osaic Wealth, Inc. (BANGOR ME)
ME
07/16/2021 - 04/23/2024
AMERIPRISE FINANCIAL SERVICES, LLC (BANGOR ME)
ME
09/16/2013 - 07/19/2021
KEY INVESTMENT SERVICES LLC (Bangor ME)
MA
07/15/2009 - 08/15/2013
SIGNATOR INVESTORS, INC. (ANDOVER MA)
IA
Issued 06/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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