AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
VP

Vicki L. Perchinske

Some features on this profile are disabled
CRD#: 2628617
VP

Professional summary


Vicki Lee Perchinske was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Vicki is a previously registered financial advisor and started their career in finance in 1995. Prior to being barred, Vicki had worked at 7 firms, which includes FIRSTMERIT ADVISORS INC., FIRSTMERIT FINANCIAL SERVICES INC, INVEST FINANCIAL CORPORATION, FIRSTMERIT SECURITIES INC., CHARTER ONE SECURITIES INC., LOCUST STREET SECURITIES INC., PRUCO SECURITIES LLC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Vicki Lee Maxwell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 21, 2010 - October 27, 2010

FIRSTMERIT ADVISORS, INC.

RIA
CRD#: 125249
AKRON, OH
Past

January 14, 2010 - October 22, 2010

FIRSTMERIT FINANCIAL SERVICES, INC

BD
CRD#: 149680
CANTON, OH
Past

October 10, 2006 - January 25, 2010

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
CANTON, OH
Past

July 1, 2005 - January 14, 2010

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
CANTON, OH
Past

January 16, 2003 - July 1, 2005

FIRSTMERIT SECURITIES, INC.

BD
CRD#: 35057
AKRON, OH
Past

March 15, 1999 - January 13, 2003

CHARTER ONE SECURITIES, INC.

BD
CRD#: 13373
CLEVELAND, OH
Past

March 12, 1997 - March 15, 1999

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

July 24, 1995 - February 12, 1997

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 6
Date: 7/21/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm


FA
FIRSTMERIT ADVISORS, INC.
FIRSTMERIT ADVISORS, INC. | FIRSTMERIT WEALTH MANAGEMENT SERVICES, INC.

CRD#: 125249 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
3 Cascade Plaza, Akron, OH 44308
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FIRSTMERIT ADVISORS, INC.

CRD#: 125249

TRUST BUT VERIFY

Monitor Vicki Perchinske

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics