Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Arthur Neuman is a financial advisor at Hightower Advisors, LLC. Perry has been in the financial industry since 2000 and has experience working with various firms, including SunTrust Investment Services, Inc., SunTrust Capital Markets, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Perry holds a Series 66, Series 7, and SIE license. Perry is registered with the state of Georgia and eleven other states.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
GA
06/25/2013 - Present
Hightower Advisors, LLC (ALPHARETTA GA)
GA
06/30/2005 - 06/10/2013
SUNTRUST INVESTMENT SERVICES, INC. (ALPHARETTA GA)
GA
06/03/2003 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NY
07/13/2000 - 06/05/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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