Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Wade Perry is a financial professional with over 30 years of experience in the financial services industry. Samuel has a broad background in financial services, having previously worked at several firms including Sanctuary Securities, Inc., MFS Fund Distributors, Inc., Edward Jones, MBSC Securities Corporation, American Funds Distributors, Inc., PaineWebber Incorporated, Putnam Mutual Funds Corp., A I M Distributors, Inc., Invest Financial Corporation, and H. C. Copeland and Associates Equities, Inc.. Samuel is currently a registered representative with J.P. Morgan Securities LLC and is registered to provide investment advisory services in Texas. Samuel has a wide range of specializations including investment advisory services, brokerage services, and financial planning.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
06/27/2023 - Present
J.p. Morgan Securities LLC (Fort Worth TX)
TX
03/01/2023 - 06/01/2023
SANCTUARY SECURITIES, INC. (Ft. Worth TX)
MA
05/16/2014 - 03/01/2023
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
AZ
09/16/2013 - 04/30/2014
EDWARD JONES (SCOTTSDALE AZ)
NY
03/07/2012 - 03/18/2013
MBSC SECURITIES CORPORATION (NEW YORK NY)
CA
04/29/1999 - 03/01/2012
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NJ
05/05/1998 - 04/08/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
01/01/1996 - 05/06/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
TX
06/18/1992 - 12/18/1995
A I M DISTRIBUTORS, INC. (HOUSTON TX)
WI
10/18/1991 - 06/04/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
06/17/1991 - 10/08/1991
H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)
IA
Issued 09/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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