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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Brian Perdigao is a registered investment advisor representative with Wainwright Investment Counsel LLC. Paul has been in the industry since September 22, 1998 and has held a variety of roles within the financial services industry. Paul holds the Series 7, 24, 55, 57TO, 63, and 65 securities licenses. Paul specializes in investment management for individuals, businesses, charitable organizations, and pooled investment vehicles. Paul also works with state and municipal government entities, foundations, and post-employment benefits. Paul is an active member of the securities industry and has a strong track record of success.
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.
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.
Bespoke advisory and consult, solicit fees
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Bespoke advisory and consulting services
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2
MA
01/01/2002 - Present
Wainwright Investment Counsel LLC (BOSTON MA)
NY
09/23/1998 - 04/16/2002
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
BC
Issued 05/12/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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