With over 15 Years of Wealth Management Experience, Perry has the credentials to serve you!
Perry has assembled a TEAM of industry professionals to aid him in creating a white glove concierge service for his clients with a focus on creating 6-point Financial Plans.
Designations
CRPC
(Chartered Retirement Planning Counselor)
CPFA
(Certified Plan Fiduciary Advisor)
Licenses
Series 7
Series 66
Life Insurance
Health Insurance
Annuities License
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