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Perry Paul Wienkamp

Fidelity Brokerage Services LLC

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About Perry Paul Wienkamp

Perry Paul Wienkamp is a financial advisor in the Boston area. Perry holds several professional designations including Series 6, Series 7, Series 9, Series 10, Series 63, and Series 66. Perry is affiliated with Fidelity Brokerage Services LLC and has been working in the financial services industry since 1993.

Firm Information

Perry Wienkamp is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Perry Wienkamp’s Registration & Firm History

MA

10/15/1993 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 02/12/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/13/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/1994

Series 7 - General Securities Representative Examination

BC

Issued 10/14/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Perry Paul Wienkamp.
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