Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Duane Nocifora is an investment advisor representative with Osaic Wealth, Inc. based in Westminster, CA. Perry has been in the industry since 1985 and has a strong track record of providing financial advice to individuals and families. Perry holds the Series 7 and Series 63 licenses and is also a Certified Financial Planner. Osaic Wealth, Inc. is a registered investment advisor with offices in Scottsdale, AZ. The firm provides a variety of financial planning services, including portfolio management, retirement planning, and estate planning.
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.
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
CA
07/30/2019 - Present
Osaic Wealth, Inc. (WESTMINSTER CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (WESTMINSTER CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LAKE ARROWHEAD CA)
CA
09/16/2003 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (WESTMINSTER CA)
TX
11/21/2001 - 09/11/2003
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
GA
05/23/1996 - 11/21/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
02/01/1991 - 06/04/1996
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
MA
10/04/1988 - 12/31/1990
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
07/23/1985 - 10/12/1988
WADDELL & REED, INC.
IA
Issued 04/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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