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Michael John Perna

First Choice Financial Services LLC

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About Michael John Perna

Michael Perna is an Investment Advisor Representative, licensed in Illinois and Texas. Michael works for First Choice Financial Services LLC, a firm based in Oak Brook, Illinois. The firm offers a variety of services including financial planning and third party money management. They serve individuals, businesses, and other institutions. Michael has been in the industry since 1993, and has a background in insurance services as well.

Firm Information

Michael Perna is currently registered with First Choice Financial Services LLC. First Choice Financial Services LLC is an investment advisory firm located in North Carolina. The firm provides financial planning and third party money management services. They have three licensed agents, investment advisor representatives, and investment advisory functions. The firm serves individuals other than high-net-worth individuals.

Not reported

Assets Under Management

264

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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third party money management

Third party money management

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Refferal fees

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Michael Perna’s Registration & Firm History

IL

12/02/2021 - Present

First Choice Financial Services LLC (OAK BROOK IL)

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Licenses & Designations

IA

Issued 02/14/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Perna.
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