Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Frank Curasco is a financial advisor with over 40 years of experience in the industry. Perry is registered with Wealth Enhancement Advisory Services, LLC and is also active as a broker with LPL Financial. Perry has a wide range of experience in various financial services firms including Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, Prudential Securities Incorporated, Salomon Smith Barney Inc., Lehman Brothers Inc., Dean Witter Reynolds Inc., and Bernard Herold & Co., Inc. Perry's expertise includes investment advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Perry currently works with high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
10/25/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
FL
05/12/2017 - 10/13/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT MYERS FL)
FL
07/01/2003 - 05/15/2017
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
NY
01/17/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 01/18/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/23/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/21/1983 - 03/30/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/24/1981 - 12/05/1983
BERNARD HEROLD & CO., INC.
IA
Issued 09/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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