Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Worzella is a financial advisor who has been in the industry for over 20 years. Perry is a registered representative of U.S. Bancorp Investments, Inc. and has been with the firm since 2010. Perry holds several professional designations, including Series 7, Series 6, Series 63, and Series 65. Perry specializes in providing financial advice to individuals and businesses. Perry's focus is on providing a high level of personalized service and helping clients reach 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
06/08/2010 - Present
U.s. Bancorp Investments, Inc. (Stevens Point WI)
WI
07/06/2005 - 06/01/2010
CHASE INVESTMENT SERVICES CORP. (STEVENS POINT WI)
IL
05/22/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
04/26/2001 - 05/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
12/05/2000 - 05/01/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 07/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 06/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Perry Worzella is the right advisor for you? Invested Better is here to help.
