Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Lee Diede is a financial advisor with over 30 years of experience in the industry. Perry has been a registered representative with the Financial Industry Regulatory Authority (FINRA) since 1989. He is currently a Registered Representative and Investment Advisor Representative with United Planners Financial Services of America A Limited Partner, based in Scottsdale, Arizona. Perry has previously worked with several other firms including ProEquities, Inc., LPL Financial LLC, Wealth Enhancement Brokerage Services, LLC, SII Investments, Inc., Geneos Wealth Management, Inc., Cambridge Investment Research, Inc., PMG Securities Corporation, Investors Brokerage Services, Inc., Nationwide Investment Services Corporation, Nationwide Advisory Services, Inc., and NYLIFE Securities Inc. Perry's career spans across numerous states including Minnesota, Arizona, Iowa, Florida, Texas, Wisconsin, New York, Illinois, Ohio, and Delaware.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/16/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MN
05/18/2013 - 01/29/2020
PROEQUITIES, INC. (ROCHESTER MN)
MN
02/02/2007 - 06/07/2013
LPL FINANCIAL LLC (ROCHESTER MN)
MN
02/08/2007 - 05/20/2013
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
07/12/2006 - 02/08/2007
SII INVESTMENTS, INC. (ROCHESTER MN)
MN
07/15/2005 - 07/17/2006
GENEOS WEALTH MANAGEMENT, INC. (ROCHESTER MN)
IA
01/30/2002 - 07/26/2005
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IL
08/01/2000 - 02/28/2002
PMG SECURITIES CORPORATION (ELGIN IL)
IL
04/28/1992 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
OH
07/01/1996 - 09/28/1999
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
06/07/1993 - 07/01/1996
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NY
08/25/1989 - 10/01/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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