Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Eugene Smith is a financial advisor with over 30 years of experience in the financial services industry. Perry Eugene Smith is currently registered with LPL Financial LLC and has been with them since 1999. Perry Eugene Smith has a wide range of experience in the financial services industry, having previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BOSC, INC., LINSCO/PRIVATE LEDGER CORP., O. R. SECURITIES, INC., and IDS MARKETING CORPORATION. Perry Eugene Smith holds the Series 7, Series 63, Series 24, and Series 65 licenses. Perry Eugene Smith is a registered representative in Arkansas, California, Colorado, Illinois, Mississippi, Missouri, Montana, New Mexico, Oklahoma, Texas, Virginia, and Washington.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OK
10/06/2010 - Present
LPL Financial LLC (TULSA OK)
NY
02/11/1999 - 11/30/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OK
05/18/1995 - 12/17/1998
BOSC, INC. (TULSA OK)
SC
02/03/1988 - 05/11/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
11/07/1986 - 02/12/1988
O. R. SECURITIES, INC.
NA
02/19/1986 - 09/29/1986
IDS MARKETING CORPORATION
IA
Issued 12/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Perry Smith is the right advisor for you? Invested Better is here to help.
