Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Carter is a financial advisor with Raymond James & Associates, Inc. Perry has been in the financial services industry since 2005. Perry is registered with the state of Florida, as well as numerous other states, and is a registered representative with FINRA. Perry has experience in providing investment advisory services to both individuals and businesses, as well as financial planning, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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
FL
03/18/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
06/04/2018 - 02/28/2019
ARCA CAPITAL INVESTMENTS, INC. (MIAMI FL)
FL
05/05/2016 - 06/04/2018
BRICKELL GLOBAL MARKETS, INC. (MIAMI FL)
FL
06/23/2014 - 04/29/2016
ARCA CAPITAL INVESTMENTS, INC. (MIAMI FL)
FL
10/10/2011 - 06/23/2014
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
OH
07/16/2009 - 09/30/2011
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
06/01/2009 - 07/13/2009
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
OH
10/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLUMBUS OH)
OH
09/20/2007 - 09/24/2008
SUNSET FINANCIAL SERVICES, INC. (COLUMBUS OH)
MD
07/03/2000 - 06/28/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
03/06/2000 - 07/12/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 11/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2012
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/28/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/13/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/26/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2018
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 03/16/2015
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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