Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perri? Claim Your ProfilePerri Jene Desautel is a financial advisor with Morgan Stanley. Perri has been in the financial services industry since 2005. Perri has a wide range of experience in the financial industry, including working for Citigroup Global Markets Inc. and Edward Jones. Perri is a Series 7, Series 6, Series 63 and Series 66 licensed advisor, and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2005. Perri is registered to offer securities and investment advisory services in 27 states. Perri specializes in providing financial planning, asset allocation advice, portfolio management, and educational seminars. Perri is committed to providing her clients with the highest level of service and expertise.
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
WI
06/01/2009 - Present
Morgan Stanley (Green Bay WI)
WI
09/26/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREEN BAY WI)
MO
08/04/2005 - 10/14/2005
EDWARD JONES (ST. LOUIS MO)
DE
09/28/2001 - 12/18/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 01/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Perri Desautel is the right advisor for you? Invested Better is here to help.
