Unclaimed
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.
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.
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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2
MA
10/15/1993 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
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