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 advisor currently registered with Cetera Investment Advisers LLC. Perry has been in the industry for over 2 years and holds Series 66, Series 7TO and SIE licenses. Perry is registered as an investment advisor in Michigan, Alaska, Arizona, California, Colorado, District of Columbia, Florida, Idaho, Illinois, Minnesota, Montana, New York, North Dakota, South Carolina, Virginia and Wisconsin. Perry's experience includes working with Hantz Financial Services, Inc., and First Bank DBA First Investment Services, providing financial services to a variety of clients including individuals, corporations, charitable organizations, pension plans and trusts.
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 11/7/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/7/2022
Series 7TO - General Securities Representative Examination
BC
Issued 7/8/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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