Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Joseph Perry is a financial advisor with Cambridge Investment Research Advisors, Inc. Patrick has been in the financial services industry since July 26, 2014. Patrick is registered with FINRA as a Registered Representative and is also a licensed Investment Advisor Representative in Delaware, Florida, Maryland, Massachusetts, Pennsylvania, and Virginia. Patrick is Series 6 and Series 63 licensed and holds the SIE and Series 65 licenses. Patrick also has a Series 6 license. Patrick specializes in providing financial planning, portfolio management, and educational seminars to individuals and families. Patrick is also a licensed insurance agent and a drummer in a band.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
01/04/2021 - Present
Cambridge Investment Research Advisors, Inc. (Chester MD)
MD
08/22/2017 - 12/31/2020
CENTAURUS FINANCIAL, INC. (CHESTER MD)
MD
09/05/2002 - 10/04/2005
C. G. MENK & ASSOCIATES, INC. (HANOVER MD)
IA
Issued 12/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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