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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Per? Claim Your ProfilePer Furmark is a financial advisor with over 29 years of experience in the industry. Per is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked for several other firms including Nile Capital, LLC, Putnam Retail Management Limited Partnership, Franklin Templeton Financial Services Corp., and Templeton/Franklin Investment Services, INC. Per is a Series 63 and 65 licensed advisor, and holds the SIE and Series 7 licenses. Per is registered in multiple states including California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Maine, Massachusetts, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Washington, Wisconsin, and Wyoming. Per specializes in providing financial advice to a variety of clients, including individuals, high-net-worth individuals, businesses, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, state or municipal government entities, and banking or thrift institutions. Per's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., manages over $1.27 trillion in assets.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
10/02/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MA
01/03/2011 - 03/07/2011
NILE CAPITAL, LLC (WABAN MA)
MA
06/03/2008 - 02/18/2009
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
CT
03/26/2007 - 10/08/2007
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (NORWALK CT)
CT
02/22/2001 - 03/26/2007
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (NORWALK CT)
CA
06/18/1999 - 03/15/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NJ
11/22/1996 - 12/10/1998
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
RI
09/08/1995 - 11/13/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
CA
04/09/1990 - 08/29/1995
GT GLOBAL, INC. (SAN FRANCISCO CA)
CA
02/24/1989 - 04/19/1990
PRAKTEK SECURITIES CORPORATION (SAN FRANCISCO CA)
NA
02/23/1988 - 05/03/1988
BEURET & COMPANY, LTD.
BC
Issued 03/11/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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