Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Andrew Mirocha is a financial advisor with over 15 years of experience in the financial services industry. Perry is currently registered with Ameriprise Financial Services, LLC, and is based in Oak Brook, Illinois. Previously, Perry has worked with several other firms including EF LEGACY SECURITIES, LLC, Sanders Morris Harris LLC, PNC Investments, NatCity Investments, Inc., and Securian Financial Services, Inc. Perry holds licenses for Series 6, 7, 63, and 66 and is licensed to provide investment advisory services in Illinois. Perry specializes in providing financial advice and portfolio management services to individuals, businesses, and trusts/estates. Perry also offers financial planning, educational seminars, and pension 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
IL
07/07/2020 - Present
Ameriprise Financial Services, LLC (Oak Brook IL)
IL
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (OAK BROOK IL)
IL
08/12/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (GLENVIEW IL)
IL
11/13/2009 - 08/08/2014
PNC INVESTMENTS (CLARENDON HILLS IL)
IL
02/08/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (CHICAGO IL)
IL
02/02/2004 - 07/07/2006
SECURIAN FINANCIAL SERVICES, INC. (OAKBROOK IL)
BOTH
Issued 02/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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