Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Buckman is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Perry has been in the financial services industry since 1999 and holds the Series 66, Series 31, and Series 7 licenses. Perry has experience with investment consulting services to institutional clients and provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Perry has held previous positions at Wells Fargo Clearing Services, LLC, UBS Financial Services Inc. and Morgan Stanley DW Inc. Perry is licensed in Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Louisiana, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Washington, and Wisconsin.
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.
Investment consulting services to institutional 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.
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2
AZ
11/06/2019 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
AZ
06/15/2007 - 11/06/2019
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
04/12/2002 - 06/26/2007
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
NY
05/11/1999 - 04/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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