Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Leonard Perryman is a financial advisor registered with Ameriprise Financial Services, LLC, located in Cleveland, OH. William Leonard Perryman has been in the securities industry since July 9, 2007. William Leonard Perryman is also registered as an investment advisor representative.
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.
Asset allocation services
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.
1
2
OH
11/14/2022 - Present
Ameriprise Financial Services, LLC (Cleveland OH)
MD
06/29/2017 - 10/08/2021
COMMONWEALTH FINANCIAL NETWORK (Rockville MD)
MD
05/05/2017 - 06/13/2017
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Linthicum MD)
MD
05/05/2017 - 06/13/2017
MUTUAL OF AMERICA SECURITIES LLC (Linthicum MD)
MD
02/03/2016 - 02/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
MD
11/01/2010 - 07/28/2015
TRIAD ADVISORS, INC. (Fulton MD)
MD
09/16/2010 - 11/05/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (MAPLE LAWN MD)
MD
05/28/2008 - 08/26/2010
AMERIPRISE FINANCIAL SERVICES, INC. (SEVERNA PARK MD)
MD
02/23/2006 - 11/12/2007
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
MN
02/23/2006 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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