Unclaimed
Perri Postma Williams is a registered representative in Texas. Perri has been in the securities industry since June 2, 1994. Perri is currently employed by Invesco Distributors, Inc., which is a FINRA registered broker-dealer. Perri has previously worked at VAN KAMPEN FUNDS INC., ADVANTAGE CAPITAL CORPORATION, and FIDELITY BROKERAGE SERVICES, INC..
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.
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.
1
2
TX
06/01/2010 - Present
Invesco Distributors, Inc. (HOUSTON TX)
TX
09/14/1995 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
GA
10/10/1994 - 09/28/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
RI
05/11/1994 - 09/16/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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