Gregory T. Perrella
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gregory Travis Perrella, CFP® was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 2001. Gregory had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2004
Experience
June 8, 2018 - February 4, 2019
QUESTAR ASSET MANAGEMENT, INC.
April 25, 2018 - February 4, 2019
QUESTAR CAPITAL CORPORATION
September 27, 2007 - January 5, 2018
NATIONWIDE INVESTMENT SERVICES CORPORATION
July 22, 2005 - September 10, 2007
SLD AMERICA EQUITIES, INC.
February 22, 2001 - July 11, 2005
WELLS FARGO INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
QUESTAR ASSET MANAGEMENT, INC.
CRD#: 133358 / SEC#: 801-63747
Contact information
Red Flags
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