Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry McClain is a financial advisor with over 15 years of experience in the industry. Perry is currently registered with Commonwealth Financial Network and Conestoga Wealth Partners, both of which are active in Washington. Perry has a broad range of experience, having previously worked with firms such as Wells Fargo Advisors Financial Network, LLC, UBS Financial Services Inc., and Morgan Stanley & Co. Incorporated. Perry's areas of expertise include providing financial planning, portfolio management, and investment advice to individuals and businesses. Perry has a proven track record of success in helping clients achieve their financial goals.
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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WA
04/17/2019 - Present
Commonwealth Financial Network (Gig Harbor WA)
WA
04/17/2019 - 07/03/2023
COMMONWEALTH FINANCIAL NETWORK (Gig Harbor WA)
WA
01/28/2015 - 04/24/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GIG HARBOR WA)
WA
12/05/2008 - 02/06/2015
UBS FINANCIAL SERVICES INC. (TACOMA WA)
WA
04/02/2007 - 12/08/2008
MORGAN STANLEY & CO. INCORPORATED (TACOMA WA)
WA
07/27/1987 - 04/02/2007
MORGAN STANLEY DW INC. (TACOMA WA)
IA
Issued 12/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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