Peter Perri
Professional summary
Peter Perri, who also goes by Pete Perri III, Peter Perri III, Peter Perri, is a registered financial professional currently at YOUNG AMERICA CAPITAL, LLC located in Mamaroneck, New York.
Peter is registered as a RR (Registered Representative) and started their career in finance in 1997. Peter has worked at 4 firms and has passed the Series 63, Series 66, Series 79TO, Series 82TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Peter Perri's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2021 - Present
YOUNG AMERICA CAPITAL, LLC
Office #1: 141 East Boston Post Road, Mamaroneck, NY 10543March 16, 1999 - October 27, 1999
GRUNTAL & CO., L.L.C.
February 22, 1999 - March 16, 1999
GRUNTAL & CO., L.L.C.
January 3, 1998 - February 24, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 8, 1997 - November 11, 1997
CITIGROUP GLOBAL MARKETS 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
(7/23/2021)
(9/27/2024)
Exams
Series 79TO
Date: 12/11/2024
Investment Banking Registered Representative ExaminationSeries 82TO
Date: 7/21/2021
Limited Representative-Private Securities OfferingsFINRA
Current Firm
YOUNG AMERICA CAPITAL, LLC
CRD#: 150443 / SEC#: , 8-68260
Contact information
FINRA licenses (30 States and Territories)
Disclosures
| Regulatory Event | 1 |
Red Flags
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