Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Silverman is an investment advisor representative with LPL Financial LLC. Perry has been in the securities industry for over 30 years. Perry is registered to provide investment advisory services in New Jersey and Texas. Perry has a Series 7, Series 31, Series 63, and Series 65 licenses, and is also a registered principal with LPL Financial LLC. Before joining LPL Financial LLC, Perry was employed by WELLS FARGO ADVISORS, LLC. Perry’s areas of expertise include financial planning, portfolio management, and consulting services.
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.
Consulting and other non-discretionary advisory services
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
TX
07/14/2020 - Present
LPL Financial LLC (HOUSTON TX)
NJ
07/01/2003 - 03/20/2015
WELLS FARGO ADVISORS, LLC (FLORHAM PARK NJ)
NY
10/05/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/07/1997 - 10/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/07/1991 - 07/10/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 11/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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