Joseph PerriniCRD Number: 7086493
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Joseph Perrini (CRD# 7086493) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has over 3 years of experience in the finance industry.
St. Pete Financial Group
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
|Vmerrill Lynch, Pierce, Fenner & Smith Incorporated||Tampa, FL||Aug 2016 - Current||6|
|Bank Of America, N.a.||Tampa, FL||Aug 2016 - Current||6|
|Unemployed||Roswell, GA||May 2016 - Aug 2016||< 1|
|Softchoice||Norcross, GA||Jul 2014 - May 2016||1|
|Self Employed||Roswell, GA||May 2013 - Jul 2014||1|
|University Of Georgia||Athens, GA||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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