Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry S. Meyers is a registered investment advisor representative with J.p. Morgan Securities LLC. Perry has been in the securities industry since 2002 and has held previous positions at Fidelity Brokerage Services LLC, Lincoln Financial Advisors Corporation, William Blair & Company L.L.C., Chase Investment Services Corp., E*TRADE SECURITIES LLC, and The Lincoln National Life Insurance Company. Perry is registered in 23 states and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Perry specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
07/10/2017 - Present
J.p. Morgan Securities LLC (DEERFIELD IL)
IL
03/13/2015 - 01/11/2017
FIDELITY BROKERAGE SERVICES LLC (HIGHLAND PARK IL)
IL
11/02/2012 - 03/09/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
IL
05/03/2011 - 10/12/2012
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IL
04/12/2010 - 05/03/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
08/12/2009 - 04/01/2010
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
04/16/2004 - 08/11/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
IN
04/16/2004 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/16/2002 - 03/30/2004
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 05/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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