Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Greenfield is a financial advisor with over 25 years of experience in the financial services industry. Perry is currently registered with Wells Fargo Advisors Financial Network, LLC. Perry has a diverse background, having worked for firms such as Prudential Securities Incorporated and Wells Fargo Clearing Services, LLC. Perry is a Certified Financial Planner and holds numerous licenses and certifications, including Series 3, 7, 9, 10, 31, and 63, and is also a registered Investment Advisor in the state of Florida. Perry provides financial planning, portfolio management, and investment consulting services to individual and institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
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2
FL
10/10/2022 - Present
Wells Fargo Advisors Financial Network, LLC (PALM BEACH GARDENS FL)
FL
07/01/2003 - 10/07/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NY
11/13/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 3 - National Commodity Futures Examination
BC
Issued 03/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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