Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dean Fuller is an investment advisor representative with Perennial Financial Services. Michael has been in the industry since 1996 and holds a Series 7, Series 9, Series 10, and Series 63 license. Michael provides financial planning, pension consulting, and portfolio management services to individual clients, businesses, and charitable organizations. Michael also offers investment advisory services through Perennial Investment Advisors, LLC, an independent investment advisor firm.
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.
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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CA
01/01/2025 - Present
Perennial Financial Services (LOS ANGELES CA)
CA
05/14/1996 - 06/09/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ARROYO GRANDE CA)
BC
Issued 05/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/29/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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