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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perren? Claim Your ProfilePerren S Wong is a financial professional with over 28 years of experience in the industry. Perren has been registered with Morgan Stanley since November 2013. Prior to that, Perren was a registered representative at E*TRADE SECURITIES LLC and MORGAN STANLEY & CO. LLC. Perren holds Series 7, 27, 99TO and SIE licenses. Perren is located in New York, NY and also has a branch office in Baltimore, MD. Perren is a financial professional and has specialized in the following: Asset Allocation Advice, Financial Planning, Pension Consulting, Educational Seminars and Selection of Other Advisors. Perren's clients include individuals, high-net-worth individuals, investment companies, insurance companies, charitable organizations, corporations, banking or thrift institutions, pension and profit-sharing plans and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
11/13/2013 - Present
Morgan Stanley (New York NY)
MD
04/27/2022 - 06/03/2024
E*TRADE SECURITIES LLC (Baltimore MD)
NY
01/20/1995 - 11/18/2013
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 01/28/2011
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1994
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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