Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Perillo is a registered investment advisor representative with Wells Fargo Clearing Services, LLC. Michael has been in the financial services industry since 1989 and has held several positions with different firms including Wells Fargo Advisors, LLC, TFS Securities, Inc., and Commerce Capital Markets, Inc. Michael is licensed to provide financial services in 11 states including Alabama, Arkansas, Connecticut, Florida, Massachusetts, New Jersey, New York, Pennsylvania, Tennessee, Utah and has a Series 63, Series 65, Series 7, Series 9, Series 10, Series 24 and Series 26. Michael focuses on providing financial planning, investment consulting services to institutional clients, and portfolio management services to individuals and businesses.
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.
1
2
NJ
01/30/2012 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NJ
11/04/2009 - 01/26/2012
WELLS FARGO ADVISORS, LLC (SUMMIT NJ)
NJ
07/16/2009 - 11/02/2009
TFS SECURITIES, INC. (LINCROFT NJ)
NY
04/04/2006 - 08/17/2007
COMMERCE CAPITAL MARKETS, INC. (NEW YORK NY)
NY
05/03/2005 - 03/31/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
MA
10/20/2004 - 03/14/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/10/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
11/10/1999 - 09/07/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
09/18/1996 - 11/18/1999
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
07/19/1996 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
CT
01/26/1996 - 07/22/1996
ADVEST, INC. (HARTFORD CT)
NY
08/11/1992 - 01/04/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/29/1992 - 07/10/1992
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NA
05/07/1990 - 09/13/1991
FIRST AMERICA EQUITIES CORP.
NA
02/16/1990 - 06/12/1990
VANDERBILT SECURITIES, INC.
NA
05/20/1988 - 02/24/1990
J. T. MORAN & CO., INC.
NA
02/02/1987 - 05/20/1988
SHERWOOD CAPITAL, INC.
NA
03/19/1986 - 02/02/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 07/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/21/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 02/08/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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