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PO

Perry C. O'grady

CERES SECURITIES
South Bend, IN 46617
Some features on this profile are disabled
CRD#: 6630985
PO

Professional summary

Perry Christian O'grady, who also goes by Perry Christian Ogrady, is a registered financial professional currently at CERES SECURITIES, LLC located in South Bend, Indiana.

Perry is registered as a RR (Registered Representative) and started their career in finance in 2016. Perry has worked at 1 firm and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Perry Christian Ogrady

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) - BD

Click below to view Perry Christian O'grady's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

August 5, 2016 - Present

CERES SECURITIES, LLC

Office #1: 806 Howard St Suite 200, South Bend, IN 46617
BD
CRD#: 269903
South Bend, IN

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(2/21/2017)
RR
Florida
(1/3/2017)
RR
Illinois
(10/21/2016)
RR
Indiana
(10/12/2016)
RR
Massachusetts
(10/18/2016)
RR
New York
(1/9/2017)
RR
Pennsylvania
(10/19/2016)
RR
Texas
(11/21/2016)
RR
Virginia
(1/3/2017)

Exams

State Security Law Exam
RR
Series 63
Date: 5/19/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/3/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CERES SECURITIES, LLC
CERES SECURITIES, LLC

CRD#: 269903 / SEC#: , 8-69637

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
806 Howard St Suite 200, South Bend, IN 46617
Mailing Address
806 Howard St Suite 200, South Bend, IN 46617
Phone number
(574) 367-4533
Established
Delaware since 05/20/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

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)

Direct owners and executive officers

NamePositionCRD#
CERES PARTNERS, LLCMEMBER
SCHOOLEY, TAMARA LYNDSEYPRESIDENT, MANAGING DIRECTOR, CCO6771423

Disclosures

Regulatory Event1

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

CERES SECURITIES, LLC

CRD#: 269903South Bend, IN 46617

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