Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Perry has been in the financial services industry for over 20 years. He is a registered representative with D.a. Davidson & Co. and is also licensed to provide investment advisory services. Steven has a strong track record of helping individuals and families achieve their financial goals. He is committed to providing his clients with personalized advice and guidance. Steven specializes in a variety of areas, including financial planning, retirement planning, and investment management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/23/2019 - Present
D.a. Davidson & Co. (PLANO TX)
TX
02/12/2009 - 05/22/2019
WELLS NELSON & ASSOCIATES, L.L.C. (Dallas TX)
TX
02/27/2004 - 08/10/2007
RBC DAIN RAUSCHER INC. (DALLAS TX)
FL
09/03/1998 - 02/27/2004
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
BOTH
Issued 01/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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