Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Michael Favia is an investment advisor representative at Morgan Stanley, a large financial services firm. Perry is a registered representative with both FINRA and the Securities and Exchange Commission, with a Series 7 and Series 65 licenses, and has been in the financial services industry for over 35 years. Perry has been a financial advisor at Morgan Stanley since 2007, and previously worked at Morgan Stanley Smith Barney. Prior to that, Perry worked at Morgan Stanley DW Inc. and Blinder, Robinson & Co.,Inc.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
05/02/2023 - Present
Morgan Stanley (Oak Brook IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OAK BROOK IL)
IL
08/05/1987 - 04/02/2007
MORGAN STANLEY DW INC. (OAK BROOK IL)
NA
01/23/1987 - 02/11/1987
BLINDER, ROBINSON & CO.,INC.
IA
Issued 12/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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