Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristram? Claim Your ProfileTristram Coffin Perkins is a registered investment advisor representative with Neuberger Berman BD LLC. Tristram has been in the financial services industry since June 2009 and is registered with the states of Connecticut, New Jersey, and New York. Tristram specializes in Portfolio Management for Individuals and Selection of Other Advisors. Tristram has passed the Series 66, Series 7, and SIE exams.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
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2
NY
03/29/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
BOTH
Issued 03/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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