Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Perry is a financial professional with over 8 years of experience in the industry. Richard currently works with Fidelity Brokerage Services LLC. Richard is registered to provide securities services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Previously, Richard worked for CHARLES SCHWAB & CO., INC. Richard holds the Series 63, Series 7, and SIE licenses. Richard is dedicated to providing clients with personalized financial advice and guidance.
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
NH
01/05/2022 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
OH
02/11/2021 - 05/05/2021
CHARLES SCHWAB & CO., INC. (Richfield OH)
IN
04/10/2014 - 07/15/2019
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BC
Issued 03/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Richard Perry is the right advisor for you? Invested Better is here to help.
