Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Marvin Truscon is a financial professional with a diverse background in various sectors. Perry holds registrations with Cetera Investment Advisers LLC and has been active in the industry since 2022. Perry's experience includes positions at Michigan State University, Department of EGLE, Treasure Carbon, Togos, Marquette Senior High School, Miing Harma Gymnasium, Hantz Financial Services, Marquette Neighborhood Spot LLC, and FIRST BANK DBA FIRST INVESTMENT SERVICES. Perry's expertise includes various financial planning, portfolio management, and educational seminar services.
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
MI
02/09/2024 - Present
Cetera Investment Advisers LLC (ISHPEMING MI)
MI
09/07/2022 - 06/01/2023
HANTZ FINANCIAL SERVICES, INC. (MARQUETTE MI)
BOTH
Issued 11/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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