Perry Worzella, financial advisor Stevens Point WI

Perry Worzella

CRD Number: 4252259
Current Firm: U.s. Bancorp Investments, Inc.

Perry Worzella (CRD# 4252259) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Stevens Point, WI and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Stevens Point, WI May 2010 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Jul 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Perry B. Worzella
Phone Number: 800-888-4700
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    8,989
    MILLIONS
  • Total Number of Accounts
    42,344
    ACCOUNTS
  • Average Account Value
    $212,275
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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