Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Perry? Claim Your ProfilePerry Trimble is a registered representative with Raymond James & Associates, Inc. and has been in the industry since August 1991. Perry has a total of 25 state registrations, including registrations in Texas and the District of Columbia. Perry Trimble is registered with FINRA and has a Series 7, Series 63, and Series 65 licenses. Perry is also a registered Investment Advisor Representative with Raymond James & Associates, Inc. in Texas and the District of Columbia. Perry has previously worked at DEUTSCHE BANK SECURITIES INC. and DB ALEX. BROWN 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
DC
07/24/2020 - Present
Raymond James & Associates, Inc. (Washington DC)
DC
01/13/2001 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (WASHINGTON DC)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
08/12/1991 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 07/01/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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