Unclaimed
Michael Peregrym is a financial advisor at Edward Jones. Michael has been in the industry since June 2015 and has a strong track record of providing financial guidance. Michael is registered as an Investment Advisor Representative in Arizona and Illinois. They hold Series 7, Series 66, Series 24, Series 51, SIE and other licenses and designations. They have a strong understanding of the financial markets and are committed to helping clients achieve their financial goals. Michael specializes in providing financial planning, portfolio management, and pension consulting 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.
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.
See schedule d - miscellaneous
1
2
AZ
01/26/2016 - Present
Edward Jones (Gilbert AZ)
BOTH
Issued 01/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/14/2020
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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