Phillip R. Perry
Professional summary
Phillip Ray Perry, who also goes by Phil Perry, is a registered financial professional currently at SUNSTREET SECURITIES, LLC located in Englewood, Florida.
Phillip is registered as a RR (Registered Representative) and started their career in finance in 1986. Phillip has worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Phillip Ray Perry's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 24, 2010 - Present
SUNSTREET SECURITIES, LLC
Office #2: 1051 Fairview Ave. Suite 1, Bowling Green, KY 42103January 27, 2010 - April 1, 2010
PARKLAND SECURITIES, LLC
January 1, 2004 - June 22, 2009
VOYA FINANCIAL ADVISORS, INC.
April 12, 1995 - January 1, 2004
LOCUST STREET SECURITIES, INC.
March 31, 1986 - April 12, 1995
FIDELITY EQUITY SERVICES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/9/2010)
(3/1/2022)
(1/11/2012)
(11/16/2010)
(5/24/2010)
(5/25/2010)
(8/27/2010)
(3/17/2020)
Exams
FINRA
Current Firm
SUNSTREET SECURITIES, LLC
CRD#: 143211 / SEC#: , 8-67541
Contact information
FINRA licenses (38 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| HADDAD, MUNIB SAID | CEO/CCO/CFO/FINOP/ROSFP/MANAGING MEMBER | 2610231 |
Regulatory assets under management
| Total Number of Accounts | 48 |
| AUM (Assets Under Management) | $ 5,900,000 |
Red Flags
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