Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Perry has been in the financial services industry since April 2006. Robert Michael Perry is currently registered with Lincoln Financial Distributors, Inc. and has been registered with the firm since September 2011. Robert Michael Perry has also been previously registered with Hartford Equity Sales Company Inc. and MONY Securities Corporation. Robert Michael Perry holds the Series 6, Series 63, and SIE licenses. Robert Michael Perry is currently registered in California, Iowa, Minnesota, North Carolina, North Dakota, Oregon, Washington, and Wyoming.
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
PA
09/13/2011 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
NJ
07/25/2006 - 03/23/2011
HARTFORD EQUITY SALES COMPANY INC. (FLORHAM PARK NJ)
NY
05/14/2004 - 02/08/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 03/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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