Unclaimed
Perry Saar is a securities professional with over 15 years of experience in the financial industry. Perry currently holds a Series 7, Series 55, Series 57TO, and SIE license. Perry is registered with Flextrade LLC, and is licensed in the state of New York. Perry has previously held positions at Citigroup Global Markets Inc., Lavaflow, Inc., Lava Trading, Inc., Equity Trading Online, LLC, Chase Investment Services Corp., Bear, Stearns & Co. Inc., Assent LLC, and Bathgate Capital Partners LLC.
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.
1
2
NY
04/16/2019 - Present
Flextrade LLC (New York NY)
NY
09/17/2014 - 02/12/2018
FLEXTRADE LLC (GREAT NECK NY)
NY
08/16/2011 - 08/28/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/23/2008 - 03/08/2013
LAVAFLOW, INC. (NEW YORK NY)
NY
09/10/2007 - 07/29/2008
LAVA TRADING, INC. (NEW YORK NY)
NY
09/15/2006 - 09/11/2007
EQUITY TRADING ONLINE, LLC (NEW YORK NY)
NY
07/19/2006 - 08/23/2006
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
02/18/2005 - 04/21/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IL
04/28/2004 - 03/21/2005
ASSENT LLC (BOLINGBROOK IL)
CO
01/10/2005 - 01/11/2005
BATHGATE CAPITAL PARTNERS LLC (GREENWOOD VILLAGE CO)
BC
Issued 12/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 02/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Perry Saar is the right advisor for you? Invested Better is here to help.