Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Craig Perry is an Investment Advisor Representative who has been active in the financial services industry since 1998. Richard has held a Series 6 and a Series 63 license since 1997 and passed the Securities Industry Essentials Examination (SIE) in 2018. Richard is currently registered with PFS Investments Inc. and has been with the firm since 2007. Richard was previously registered with PFS Investments Inc. from 1997 to 2006.
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.
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.
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2
IA
06/11/2007 - Present
PFS Investments Inc. (URBANDALE IA)
GA
04/08/1997 - 05/12/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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