Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Paul Learned is an active Investment Advisor Representative with Wells Fargo Clearing Services, LLC, in Vero Beach, Florida. Perry has been working in the financial industry since January 1999. Perry is registered with both FINRA and the Securities Exchange Commission. The firm has offices in Vero Beach, Florida, and they have a client base consisting mostly of individuals other than high-net-worth individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Perry provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and investment consulting services to institutional clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
FL
02/16/2011 - Present
Wells Fargo Clearing Services, LLC (VERO BEACH FL)
FL
01/08/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (VERO BEACH FL)
IA
Issued 07/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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