Jose L. Perich
Professional summary
Jose Luis Perich is a registered financial professional currently at CONCORDE INVESTMENT SERVICES, LLC located in Ann Arbor, Michigan.
Jose is registered as a RR (Registered Representative) and started their career in finance in 1999. Jose has worked at 13 firms and has passed the Series 65, Series 63, Series 57TO, Series 52TO, Series 99TO, SIE, Series 55, Series 7, Series 4, Series 27 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jose Luis Perich's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 4, 2026 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 3909 Research Park Drive Suite 200, Ann Arbor, MI 48108June 19, 2024 - September 10, 2024
CREAND MANAGEMENT
March 21, 2024 - September 10, 2024
CREAND SECURITIES
August 9, 2022 - December 1, 2022
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.
July 22, 2022 - December 1, 2022
EFG CAPITAL INTERNATIONAL
September 6, 2019 - June 30, 2022
A.G.P. / ALLIANCE GLOBAL PARTNERS
September 5, 2019 - June 30, 2022
A.G.P. / ALLIANCE GLOBAL PARTNERS
October 10, 2018 - September 16, 2019
CITIGROUP GLOBAL MARKETS INC.
July 25, 2018 - September 16, 2019
CITIGROUP GLOBAL MARKETS INC.
December 1, 2014 - August 7, 2017
HAPOALIM SECURITIES USA, INC.
January 9, 2013 - December 1, 2014
STONEX FINANCIAL INC.
February 15, 2011 - April 4, 2012
VECTORGLOBAL WMG
October 5, 2004 - March 31, 2009
AMERANT INVESTMENTS, INC.
April 22, 2003 - June 16, 2004
NEWBRIDGE SECURITIES CORPORATION
March 22, 1999 - January 3, 2003
TRADERIGHT SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/4/2026)
(8/4/2026)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 55
Date: 11/2/1999
Limited Representative-Equity Trader ExamFINRA
Current Firm
CONCORDE INVESTMENT SERVICES, LLC
CRD#: 151604 / SEC#: , 8-68388
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CONCORDE HOLDINGS INC. | OWNER / MANAGING MEMBER | |
| ARNOLD, AMY PERRYMAN | CHIEF DUE DILIGENCE OFFICER | 3037672 |
| DELONGCHAMP, DANIELLE LEIGH | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 4901901 |
| GAKENHEIMER, JOHN HERBERT | REGISTERED OPTIONS PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL | 810171 |
| HOFER, KATHLEEN ANN | FINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 1087639 |
| LOBERG, NICHOLAS | DIRECTOR OF BROKERAGE OPERATIONS | 6778518 |
| MCMURRY, KEITH | CHIEF OPERATIONS OFFICER | 5647966 |
| STACEY, JENNIFER LEIGH | CHIEF COMPLIANCE OFFICER | 2536581 |
| WOOLSON, NICOLE RENEE | DIRECTOR OF COMPLIANCE | 3143232 |
Disclosures
| Regulatory Event | 4 |
Red Flags
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Company Information
CONCORDE INVESTMENT SERVICES, LLC
CRD#: 151604Ann Arbor, MI 48108TRUST BUT VERIFY
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