Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Keith Waring has been in the securities industry since 1979. Perry is currently registered with Cadaret, Grant & CO., Inc. and has been with the firm since 1982. Perry has a Series 63 license and a Series 24 license. Perry is also licensed to sell insurance products. Perry has been involved in a variety of community organizations including serving on the board of St. Patrick's Catholic Church and the City of Charleston City Council. Perry is a highly experienced financial advisor who is committed to providing personalized service to their 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.
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.
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.
1
2
SC
09/11/1995 - Present
Cadaret, Grant & CO., Inc. (CHARLESTON SC)
CT
08/10/1994 - 09/30/1994
PPI EMPLOYEE BENEFITS CORPORATION (MIDDLETOWN CT)
NA
07/16/1979 - 11/20/1983
IDS LIFE INSURANCE COMPANY
NA
07/16/1979 - 11/20/1983
IDS MARKETING CORPORATION
NA
07/23/1982 - 11/18/1982
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
07/16/1979 - 07/05/1982
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 12/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1990
Series 7 - General Securities Representative Examination
BC
Issued 07/09/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Perry Waring is the right advisor for you? Invested Better is here to help.
