Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Joseph Perry is a financial advisor with over 18 years of experience in the financial services industry. William has been with Robert W. Baird & Co. Inc. since June 2011. Prior to that, William worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and EDWARD JONES. William specializes in providing investment advice to individuals, businesses, and institutions. William is licensed to provide investment advice in multiple states, including South Dakota, Texas, and other states. William is also a member of the Sioux Falls Downtown Lions Club.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
SD
02/06/2017 - Present
Robert W. Baird & Co. Inc. (SIOUX FALLS SD)
SD
01/05/2011 - 06/03/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SIOUX FALLS SD)
SD
08/17/2004 - 01/06/2011
EDWARD JONES (SIOUX FALLS SD)
BOTH
Issued 01/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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