Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Anthony Guarracino is a financial professional with over 30 years of experience in the financial services industry. Perry is currently registered with Charles Schwab & Co., Inc. Prior to that, Perry was registered with TD Ameritrade, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Perry has a broad range of experience in the financial services industry, including working with high-net-worth individuals, corporations, and institutions. Perry holds the Series 7, Series 52TO, Series 53, and Series 63 licenses, and is also a Registered Principal.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NJ
01/25/2022 - Present
Charles Schwab & CO., Inc. (Jersey City NJ)
NJ
11/21/2006 - 07/29/2024
TD AMERITRADE, INC. (Jersey City NJ)
NY
03/08/2006 - 05/09/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/07/2002 - 03/08/2006
ADVEST, INC. (NEW YORK NY)
NY
07/01/1998 - 10/25/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
07/13/1993 - 07/01/1998
COWEN & CO. (NEW YORK NY)
MA
03/20/1990 - 06/30/1993
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
09/26/1985 - 04/02/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/21/1983 - 02/13/1984
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
BC
Issued 01/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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