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JP

Jennifer C. Perot

Some features on this profile are disabled
CRD#: 4493599
JP

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.

Jennifer Catherine Perot, who also goes by Jennifer Catherine Dorris, Jennifer Catherine Perot-west, Jennifer Catherine West, was a registered financial professional .

Jennifer is a previously registered financial professional and started their career in finance in 2002. Jennifer had worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Catherine Dorris | Jennifer Catherine Perot-West | Jennifer Catherine West

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 27, 2014 - December 8, 2014

WORLD CHOICE SECURITIES, INC.

RIA
CRD#: 30933
PLANO, TX
Past

January 16, 2014 - December 8, 2014

WORLD CHOICE SECURITIES, INC.

BD
CRD#: 30933
PLANO, TX
Past

March 9, 2011 - December 8, 2011

KCD FINANCIAL, INC.

BD
CRD#: 127473
PLANO, TX
Past

January 28, 2011 - December 8, 2011

KCD FINANCIAL, INC.

RIA
CRD#: 127473
PLANO, TX
Past

July 30, 2008 - January 29, 2009

BBVA COMPASS INVESTMENT SOLUTIONS, INC

RIA
CRD#: 17086
CARROLLTON, TX
Past

July 30, 2008 - January 29, 2009

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
CARROLLTON, TX
Past

November 2, 2006 - July 18, 2008

COMERICA SECURITIES

RIA
CRD#: 17079
PLANO, TX
Past

November 2, 2006 - July 18, 2008

COMERICA SECURITIES

BD
CRD#: 17079
PLANO, TX
Past

July 6, 2005 - December 20, 2005

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
IRVING, TX
Past

July 6, 2005 - December 20, 2005

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

October 31, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
GARLAND, TX
Past

October 31, 2003 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

March 20, 2002 - October 16, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
RICHARDSON, TX
Past

March 7, 2002 - October 16, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

March 7, 2002 - October 16, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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

State Security Law Exam
RR
IAR
Series 66
Date: 3/19/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/8/2014
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/6/2002
General Securities Representative Examination

Current Firm

WC
WORLD CHOICE SECURITIES, INC.
PB & T FINANCIAL SERVICES, INC. | WORLD CHOICE SECURITIES, INC.

CRD#: 30933 / SEC#: , 8-45235

Florida
Registered Investment Advisory firm - SEC (6/22/2005 Approved)
Ohio
Registered Investment Advisory firm - SEC (4/10/2018 Approved)
Texas
Registered Investment Advisory firm - SEC (1/1/1993 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
7650 Rivers Edge Drive Suite 260, Columbus, OH 43235
Mailing Address
7650 Rivers Edge Drive Suite 260, Columbus, OH 43235
Phone number
(614) 436-0231
Established
Texas since 09/10/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
3

FINRA licenses (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
WCS FINANCIAL GROUP, INC.HOLDING COMPANY
CARGIN, ROBERT KENNETHCHIEF COMPLIANCE OFFICER1825995
CARGIN, ROBERT KENNETHPRESIDENT/SECRETARY/TREASURER/FINOP1825995

Regulatory assets under management

Total Number of Accounts45
AUM (Assets Under Management)$ 24,955,000

Disclosures

Regulatory Event2

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

WORLD CHOICE SECURITIES, INC.

CRD#: 30933

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