Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry McGill is a financial professional with over 20 years of experience in the industry. Perry is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has previously been affiliated with Chase Investment Services Corp., J.P. Morgan Institutional Investments Inc., U.S. Bancorp Piper Jaffray Inc., and Colorado National Brokerage, Inc. Perry is licensed to provide financial and investment advice in Colorado and Maine. Perry holds Series 6, 7 and 63 licenses, as well as the SIE. Perry specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
12/01/2010 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
09/26/2007 - 11/19/2010
CHASE INVESTMENT SERVICES CORP. (ENGLEWOOD CO)
CO
06/21/2006 - 09/04/2007
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
MN
05/06/2002 - 03/10/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
06/29/1993 - 03/04/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NA
07/29/1992 - 06/29/1993
COLORADO NATIONAL BROKERAGE, INC.
BC
Issued 08/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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