Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perris? Claim Your ProfilePerris Clayton Kaufman is an investment advisor representative with Stifel Independent Advisors, LLC. Perris has been in the financial services industry for over 10 years. Prior to joining Stifel Independent Advisors, LLC, Perris has worked with other financial institutions including J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC and Western International Securities, Inc.. Perris is registered with the state of California.
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.
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.
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2
CA
08/02/2022 - Present
Stifel Independent Advisors, LLC (WOODLAND HILLS CA)
CA
10/10/2019 - 07/19/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WESTLAKE VILLAGE CA)
CA
04/16/2019 - 08/27/2019
WESTERN INTERNATIONAL SECURITIES, INC. (Westlake Village CA)
CA
06/26/2017 - 05/08/2019
J.P. MORGAN SECURITIES LLC (WESTLAKE VILLAGE CA)
CA
08/01/2014 - 01/05/2016
WELLS FARGO ADVISORS, LLC (CALABASAS CA)
BOTH
Issued 07/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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