Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Lamar Chesney is an Investment Advisor Representative at Tvamp, LLC. Perry is a Certified Financial Planner with over 30 years of experience in the financial industry. Perry specializes in providing financial advice to individuals, families, and businesses. Perry has a deep understanding of the financial markets and can help clients achieve their financial goals. Perry's previous experience includes roles at SunTrust Investment Services, Inc., SunTrust Capital Markets, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Perry is committed to providing clients with personalized service and guidance.
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.
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2
GA
05/20/2024 - Present
Tvamp, LLC (Atlanta GA)
GA
06/27/2005 - 03/22/2011
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
06/29/2004 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NY
03/01/1983 - 07/01/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 09/21/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/21/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/13/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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